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 | $184,675 | $59,107+212.4% | $86,436+113.7% | $68,494+169.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.73% | -0.23%-19.5pp | 4394.89%-4414.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $16,991 | $2,519+574.6% | $3,769+350.9% | $2,596+554.4% |
| Participant deferral / active EE | $15,428 | $5,901+161.4% | $6,952+121.9% | $4,027+283.1% |
| Admin fee / account holder | $1,390 | $5,637-75.3% | $6,731-79.3% | $5,403-74.3% |