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 | $28,515 | $159,602-82.1% | $150,045-81.0% | $142,382-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -0.88% | 70.24%-71.1pp | 62.55%-63.4pp | 217.08%-218.0pp |
| Employer contribution / active EE | $6,678 | $4,961+34.6% | $4,693+42.3% | $4,299+55.3% |
| Participant deferral / active EE | $21,007 | $8,310+152.8% | $7,997+162.7% | $6,507+222.8% |
| Admin fee / account holder | $28,365 | $14,846+91.1% | $13,435+111.1% | $12,624+124.7% |