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 | $164,278 | $77,634+111.6% | $156,549+4.9% | $62,891+161.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -7.88% | 50.32%-58.2pp | 32.23%-40.1pp | 20.14%-28.0pp |
| Employer contribution / active EE | $9,122 | $3,444+164.9% | $5,501+65.8% | $2,281+299.9% |
| Participant deferral / active EE | $4,073 | $3,045+33.7% | $4,871-16.4% | $3,203+27.2% |
| Admin fee / account holder | $523 | $5,561-90.6% | $13,027-96.0% | $4,296-87.8% |