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 | $125,626 | $82,664+52.0% | $125,339+0.2% | $68,494+83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $3,783 | $3,381+11.9% | $4,814-21.4% | $2,596+45.7% |
| Participant deferral / active EE | $9,379 | $6,110+53.5% | $7,446+26.0% | $4,027+132.9% |
| Admin fee / account holder | $2,718 | $6,275-56.7% | $10,010-72.8% | $5,403-49.7% |