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 | $180,943 | $87,540+106.7% | $75,781+138.8% | $125,391+44.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.66% | 13.48%-21.1pp | 9.68%-17.3pp | 282.22%-289.9pp |
| Employer contribution / active EE | $24,717 | $3,930+528.9% | $3,323+643.8% | $4,866+408.0% |
| Participant deferral / active EE | $16,167 | $4,229+282.3% | $3,651+342.7% | $5,352+202.1% |
| Admin fee / account holder | $82,696 | $6,502+1171.9% | $5,299+1460.5% | $9,540+766.8% |