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 | $207,609 | $72,177+187.6% | $115,037+80.5% | $59,632+248.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -4.19% | 12.02%-16.2pp | 26.14%-30.3pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $12,800 | $2,841+350.5% | $4,608+177.8% | $2,203+481.1% |
| Participant deferral / active EE | $8,387 | $4,783+75.4% | $6,026+39.2% | $3,192+162.8% |
| Admin fee / account holder | $6,849 | $4,927+39.0% | $8,175-16.2% | $4,297+59.4% |