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 | $67,078 | $168,632-60.2% | $147,614-54.6% | $125,391-46.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.38% | 77.65%-82.0pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $15,172 | $6,252+142.7% | $5,564+172.7% | $4,866+211.8% |
| Participant deferral / active EE | $11,167 | $5,507+102.8% | $4,895+128.1% | $5,352+108.7% |
| Admin fee / account holder | $8,000 | $13,580-41.1% | $11,611-31.1% | $9,540-16.1% |