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 | $178,357 | $115,770+54.1% | $101,248+76.2% | $158,922+12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -1.40% | 56.14%-57.5pp | 46.47%-47.9pp | 302.83%-304.2pp |
| Employer contribution / active EE | $2,400 | $4,175-42.5% | $3,660-34.4% | $4,761-49.6% |
| Participant deferral / active EE | $6,122 | $4,957+23.5% | $4,370+40.1% | $5,982+2.3% |
| Admin fee / account holder | $114,073 | $7,245+1474.5% | $5,945+1818.6% | $11,246+914.4% |