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 | $113,724 | $168,632-32.6% | $147,614-23.0% | $125,391-9.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.48% | 77.65%-82.1pp | 61.98%-66.5pp | 282.22%-286.7pp |
| Employer contribution / active EE | $18,055 | $6,252+188.8% | $5,564+224.5% | $4,866+271.0% |
| Participant deferral / active EE | $7,694 | $5,507+39.7% | $4,895+57.2% | $5,352+43.8% |
| Admin fee / account holder | $5,818 | $13,580-57.2% | $11,611-49.9% | $9,540-39.0% |