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 | $226,957 | $82,286+175.8% | $68,791+229.9% | $134,475+68.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.06% | -2.19%-20.9pp | -6.38%-16.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $12,143 | $3,301+267.9% | $2,655+357.3% | $4,740+156.2% |
| Participant deferral / active EE | $13,837 | $4,739+192.0% | $3,941+251.1% | $6,400+116.2% |
| Admin fee / account holder | $97,695 | $6,481+1407.5% | $4,932+1880.9% | $11,426+755.0% |