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 | $216,574 | $82,664+162.0% | $125,339+72.8% | $68,494+216.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.59% | -5.97%-15.6pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $6,965 | $3,381+106.0% | $4,814+44.7% | $2,596+168.2% |
| Participant deferral / active EE | $13,147 | $6,110+115.2% | $7,446+76.6% | $4,027+226.5% |
| Admin fee / account holder | $6,779 | $6,275+8.0% | $10,010-32.3% | $5,403+25.5% |