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 | $214,875 | $157,256+36.6% | $141,162+52.2% | $152,861+40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -3.68% | 64.32%-68.0pp | 71.39%-75.1pp | 345.32%-349.0pp |
| Employer contribution / active EE | $11,314 | $5,261+115.1% | $4,735+138.9% | $4,762+137.6% |
| Participant deferral / active EE | $11,111 | $7,109+56.3% | $6,709+65.6% | $5,850+89.9% |
| Admin fee / account holder | $60,157 | $12,120+396.3% | $10,261+486.3% | $11,596+418.7% |