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 | $143,053 | $91,538+56.3% | $129,995+10.0% | $75,163+90.3% |
| Participation rate | 76.0% | 71.4%+4.6pp | 78.5%-2.5pp | 67.2%+8.8pp |
| Annual return | 0.16% | -631.11%+631.3pp | -137.18%+137.3pp | 160.62%-160.5pp |
| Employer contribution / active EE | $22,800 | $2,845+701.3% | $4,320+427.8% | $2,670+754.0% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,606 | $6,790-76.3% | $10,614-84.9% | $5,651-71.6% |