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 | $116,760 | $160,055-27.0% | $140,016-16.6% | $135,375-13.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.51% | 911.38%-922.9pp | 651.12%-662.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $15,688 | $6,420+144.3% | $5,606+179.8% | $4,779+228.3% |
| Participant deferral / active EE | $22,424 | $7,642+193.4% | $6,927+223.7% | $5,609+299.8% |
| Admin fee / account holder | $6,198 | $13,328-53.5% | $10,705-42.1% | $10,827-42.8% |