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 | $18,037 | $159,602-88.7% | $150,045-88.0% | $142,382-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.80% | 70.24%-58.4pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $11,000 | $4,961+121.7% | $4,693+134.4% | $4,299+155.9% |
| Participant deferral / active EE | $34,750 | $8,310+318.2% | $7,997+334.5% | $6,507+434.0% |
| Admin fee / account holder | $1,155,065 | $14,846+7680.1% | $13,435+8497.6% | $12,624+9050.0% |