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 | $236,044 | $215,361+9.6% | $171,082+38.0% | $273,961-13.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -10.63% | 25.14%-35.8pp | 32.56%-43.2pp | 41.45%-52.1pp |
| Employer contribution / active EE | $35,000 | $4,967+604.7% | $4,002+774.6% | $4,869+618.9% |
| Participant deferral / active EE | $25,714 | $5,543+363.9% | $4,797+436.0% | $5,287+386.4% |
| Admin fee / account holder | $25,952 | $10,846+139.3% | $8,520+204.6% | $10,132+156.1% |