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 | $113,987 | $81,900+39.2% | $119,609-4.7% | $68,494+66.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -28.00% | -23.82%-4.2pp | -14.97%-13.0pp | -7.84%-20.2pp |
| Employer contribution / active EE | $7,115 | $2,693+164.2% | $4,232+68.1% | $2,596+174.1% |
| Participant deferral / active EE | $5,945 | $4,148+43.3% | $5,602+6.1% | $4,027+47.6% |
| Admin fee / account holder | $13,953 | $6,582+112.0% | $10,323+35.2% | $5,403+158.3% |