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 | $232,026 | $110,094+110.8% | $151,611+53.0% | $68,494+238.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.73% | -10.12%-10.6pp | 3.33%-24.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $2,801 | $4,471-37.4% | $6,166-54.6% | $2,596+7.9% |
| Participant deferral / active EE | $7,321 | $6,527+12.2% | $8,363-12.5% | $4,027+81.8% |
| Admin fee / account holder | $14,244 | $7,719+84.5% | $11,616+22.6% | $5,403+163.6% |