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 | $154,547 | $73,867+109.2% | $143,757+7.5% | $68,494+125.6% |
| Participation rate | 98.3% | 66.7%+31.6pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -20.91% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $10,837 | $3,184+240.3% | $4,951+118.9% | $2,596+317.4% |
| Participant deferral / active EE | $9,825 | $3,384+190.3% | $5,637+74.3% | $4,027+144.0% |
| Admin fee / account holder | $27,800 | $5,755+383.1% | $14,673+89.5% | $5,403+414.6% |