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 | $244,846 | $73,867+231.5% | $143,757+70.3% | $68,494+257.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.35% | 1.01%-21.4pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $11,976 | $3,184+276.1% | $4,951+141.9% | $2,596+361.3% |
| Participant deferral / active EE | $7,735 | $3,384+128.6% | $5,637+37.2% | $4,027+92.1% |
| Admin fee / account holder | $2,640 | $5,755-54.1% | $14,673-82.0% | $5,403-51.1% |