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 | $98,304 | $140,588-30.1% | $123,104-20.1% | $125,391-21.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.75% | 16.80%-21.5pp | 13.22%-18.0pp | 282.22%-287.0pp |
| Employer contribution / active EE | $7,767 | $6,041+28.6% | $5,151+50.8% | $4,866+59.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,977 | $11,198+51.6% | $9,015+88.3% | $9,540+78.0% |