See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,857 | $69,010+214.2% | $159,960+35.6% | $68,494+216.6% |
| Participation rate | 96.6% | 65.4%+31.1pp | 78.0%+18.6pp | 67.9%+28.7pp |
| Annual return | -21.07% | -9.65%-11.4pp | 408.60%-429.7pp | -7.84%-13.2pp |
| Employer contribution / active EE | $7,247 | $2,213+227.4% | $4,226+71.5% | $2,596+179.1% |
| Participant deferral / active EE | $13,441 | $4,212+219.1% | $6,182+117.4% | $4,027+233.8% |
| Admin fee / account holder | $29,894 | $4,798+523.1% | $8,698+243.7% | $5,403+453.3% |