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 | $97,284 | $82,664+17.7% | $125,339-22.4% | $68,494+42.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -20.24% | -5.97%-14.3pp | 572.05%-592.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $7,424 | $3,381+119.6% | $4,814+54.2% | $2,596+186.0% |
| Participant deferral / active EE | $16,486 | $6,110+169.8% | $7,446+121.4% | $4,027+309.4% |
| Admin fee / account holder | $7,719 | $6,275+23.0% | $10,010-22.9% | $5,403+42.9% |