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 | $156,688 | $81,900+91.3% | $119,609+31.0% | $68,494+128.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -22.84% | -23.82%+1.0pp | -14.97%-7.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $10,774 | $2,693+300.0% | $4,232+154.6% | $2,596+315.0% |
| Participant deferral / active EE | $8,776 | $4,148+111.6% | $5,602+56.7% | $4,027+117.9% |
| Admin fee / account holder | $3,887 | $6,582-40.9% | $10,323-62.3% | $5,403-28.0% |