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 | $107,354 | $69,518+54.4% | $59,878+79.3% | $135,375-20.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.83% | 7.94%-17.8pp | 3.46%-13.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $20,214 | $3,235+524.9% | $2,722+642.7% | $4,779+323.0% |
| Participant deferral / active EE | $7,976 | $4,206+89.6% | $3,402+134.4% | $5,609+42.2% |
| Admin fee / account holder | $11,485 | $5,734+100.3% | $3,590+219.9% | $10,827+6.1% |