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 | $237,446 | $82,664+187.2% | $125,339+89.4% | $68,494+246.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.58% | -5.97%-17.6pp | 572.05%-595.6pp | -7.84%-15.7pp |
| Employer contribution / active EE | $6,426 | $3,381+90.1% | $4,814+33.5% | $2,596+147.5% |
| Participant deferral / active EE | $13,277 | $6,110+117.3% | $7,446+78.3% | $4,027+229.7% |
| Admin fee / account holder | $33,355 | $6,275+431.5% | $10,010+233.2% | $5,403+517.4% |