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 | $191,787 | $76,912+149.4% | $129,110+48.5% | $68,494+180.0% |
| Participation rate | 95.8% | 69.1%+26.6pp | 77.3%+18.5pp | 67.9%+27.9pp |
| Annual return | -19.05% | -9.78%-9.3pp | -10.94%-8.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $6,353 | $3,243+95.9% | $5,052+25.8% | $2,596+144.7% |
| Participant deferral / active EE | $9,574 | $4,732+102.3% | $6,542+46.3% | $4,027+137.7% |
| Admin fee / account holder | $14,020 | $6,638+111.2% | $14,302-2.0% | $5,403+159.5% |