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 | $113,103 | $129,942-13.0% | $104,294+8.4% | $134,475-15.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -25.23% | 42.03%-67.3pp | 24.61%-49.8pp | 417.96%-443.2pp |
| Employer contribution / active EE | $15,076 | $4,184+260.3% | $3,372+347.1% | $4,740+218.1% |
| Participant deferral / active EE | $3,506 | $5,588-37.3% | $4,625-24.2% | $6,400-45.2% |
| Admin fee / account holder | $36,618 | $9,323+292.8% | $7,339+398.9% | $11,426+220.5% |