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 | $226,567 | $61,605+267.8% | $112,229+101.9% | $75,163+201.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | -1.13% | 28.47%-29.6pp | 30.20%-31.3pp | 160.62%-161.8pp |
| Employer contribution / active EE | $2,969 | $2,015+47.3% | $3,430-13.5% | $2,670+11.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $13,090 | $4,862+169.2% | $7,748+68.9% | $5,651+131.6% |