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 | $184,228 | $82,664+122.9% | $125,339+47.0% | $68,494+169.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -20.57% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $4,585 | $3,381+35.6% | $4,814-4.8% | $2,596+76.6% |
| Participant deferral / active EE | $10,355 | $6,110+69.5% | $7,446+39.1% | $4,027+157.1% |
| Admin fee / account holder | $17,481 | $6,275+178.6% | $10,010+74.6% | $5,403+223.6% |