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 9-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 | $158,538 | $73,867+114.6% | $143,757+10.3% | $68,494+131.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.50% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $14,530 | $3,184+356.3% | $4,951+193.5% | $2,596+459.6% |
| Participant deferral / active EE | $6,419 | $3,384+89.7% | $5,637+13.9% | $4,027+59.4% |
| Admin fee / account holder | $30,336 | $5,755+427.2% | $14,673+106.7% | $5,403+461.5% |