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 | $92,924 | $42,894+116.6% | $60,874+52.6% | $68,494+35.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -19.40% | -13.98%-5.4pp | 16.90%-36.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $6,263 | $1,978+216.6% | $2,701+131.8% | $2,596+141.2% |
| Participant deferral / active EE | $9,425 | $2,867+228.8% | $3,817+146.9% | $4,027+134.0% |
| Admin fee / account holder | $15,144 | $3,101+388.4% | $3,224+369.7% | $5,403+180.3% |