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 | $183,912 | $82,664+122.5% | $125,339+46.7% | $68,494+168.5% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -19.58% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $11,979 | $3,381+254.3% | $4,814+148.9% | $2,596+361.4% |
| Participant deferral / active EE | $12,852 | $6,110+110.3% | $7,446+72.6% | $4,027+219.1% |
| Admin fee / account holder | $11,762 | $6,275+87.4% | $10,010+17.5% | $5,403+117.7% |