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 | $132,837 | $75,828+75.2% | $147,614-10.0% | $59,632+122.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -6.72% | 0.37%-7.1pp | 61.98%-68.7pp | 2041.28%-2048.0pp |
| Employer contribution / active EE | $11,171 | $3,485+220.6% | $5,564+100.8% | $2,203+407.2% |
| Participant deferral / active EE | $1,818 | $3,130-41.9% | $4,895-62.9% | $3,192-43.0% |
| Admin fee / account holder | $2,727 | $5,985-54.4% | $11,611-76.5% | $4,297-36.5% |