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 | $127,943 | $46,553+174.8% | $64,056+99.7% | $75,163+70.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | -5.97% | 26.03%-32.0pp | 33.69%-39.7pp | 160.62%-166.6pp |
| Employer contribution / active EE | $10,813 | $1,974+447.8% | $2,747+293.7% | $2,670+305.0% |
| Participant deferral / active EE | $4,136 | $2,837+45.8% | $3,880+6.6% | $4,125+0.3% |
| Admin fee / account holder | $2,097 | $2,952-29.0% | $3,068-31.7% | $5,651-62.9% |