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 | $195,143 | $110,094+77.3% | $151,611+28.7% | $68,494+184.9% |
| Participation rate | 98.0% | 84.0%+14.0pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -22.27% | -10.12%-12.2pp | 3.33%-25.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $10,858 | $4,471+142.9% | $6,166+76.1% | $2,596+318.2% |
| Participant deferral / active EE | $4,974 | $6,527-23.8% | $8,363-40.5% | $4,027+23.5% |
| Admin fee / account holder | $9,311 | $7,719+20.6% | $11,616-19.8% | $5,403+72.3% |