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 | $178,441 | $81,900+117.9% | $119,609+49.2% | $68,494+160.5% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -19.08% | -23.82%+4.7pp | -14.97%-4.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $9,705 | $2,693+260.3% | $4,232+129.3% | $2,596+273.8% |
| Participant deferral / active EE | $7,046 | $4,148+69.9% | $5,602+25.8% | $4,027+75.0% |
| Admin fee / account holder | $59,382 | $6,582+802.2% | $10,323+475.2% | $5,403+999.1% |