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 | $28,028 | $175,202-84.0% | $149,673-81.3% | $139,434-79.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -0.19% | 166.71%-166.9pp | 134.42%-134.6pp | 372.94%-373.1pp |
| Employer contribution / active EE | $10,040 | $5,474+83.4% | $4,818+108.4% | $4,751+111.3% |
| Participant deferral / active EE | $17,000 | $6,519+160.8% | $5,680+199.3% | $6,710+153.3% |
| Admin fee / account holder | $15,027 | $16,150-7.0% | $13,210+13.8% | $11,403+31.8% |