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 | $181,366 | $95,862+89.2% | $79,550+128.0% | $134,475+34.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.90% | -2.69%-18.2pp | 0.16%-21.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,808 | $3,128-42.2% | $2,413-25.1% | $4,740-61.9% |
| Participant deferral / active EE | $15,600 | $4,693+232.4% | $3,985+291.5% | $6,400+143.8% |
| Admin fee / account holder | $1,300 | $9,126-85.8% | $6,832-81.0% | $11,426-88.6% |