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 | $134,917 | $71,883+87.7% | $86,677+55.7% | $68,494+97.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.19% | 3.52%-23.7pp | 35.91%-56.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,306 | $2,173+52.2% | $2,836+16.6% | $2,596+27.3% |
| Participant deferral / active EE | $6,569 | $3,779+73.9% | $4,656+41.1% | $4,027+63.1% |
| Admin fee / account holder | $24,370 | $6,112+298.7% | $7,493+225.2% | $5,403+351.1% |