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 | $147,965 | $77,813+90.2% | $123,544+19.8% | $64,186+130.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.02% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $11,162 | $3,014+270.3% | $4,628+141.2% | $2,381+368.8% |
| Participant deferral / active EE | $11,990 | $5,240+128.8% | $6,426+86.6% | $3,470+245.6% |
| Admin fee / account holder | $2,024 | $5,519-63.3% | $9,284-78.2% | $4,888-58.6% |