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 | $100,839 | $82,664+22.0% | $125,339-19.5% | $68,494+47.2% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -30.74% | -5.97%-24.8pp | 572.05%-602.8pp | -7.84%-22.9pp |
| Employer contribution / active EE | $10,855 | $3,381+221.0% | $4,814+125.5% | $2,596+318.1% |
| Participant deferral / active EE | $15,306 | $6,110+150.5% | $7,446+105.6% | $4,027+280.1% |
| Admin fee / account holder | $2,504 | $6,275-60.1% | $10,010-75.0% | $5,403-53.7% |