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 | $242,161 | $73,867+227.8% | $143,757+68.5% | $68,494+253.5% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -43.84% | 1.01%-44.9pp | -0.04%-43.8pp | -7.84%-36.0pp |
| Employer contribution / active EE | $13,564 | $3,184+326.0% | $4,951+174.0% | $2,596+422.4% |
| Participant deferral / active EE | $7,779 | $3,384+129.9% | $5,637+38.0% | $4,027+93.2% |
| Admin fee / account holder | $3,591 | $5,755-37.6% | $14,673-75.5% | $5,403-33.5% |