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 5-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 | $233,434 | $73,867+216.0% | $143,757+62.4% | $68,494+240.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -28.68% | 1.01%-29.7pp | -0.04%-28.6pp | -7.84%-20.8pp |
| Employer contribution / active EE | $18,187 | $3,184+471.2% | $4,951+267.4% | $2,596+600.5% |
| Participant deferral / active EE | $13,435 | $3,384+297.0% | $5,637+138.3% | $4,027+233.6% |
| Admin fee / account holder | $19,022 | $5,755+230.6% | $14,673+29.6% | $5,403+252.1% |