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 | $143,278 | $135,952+5.4% | $123,892+15.6% | $273,961-47.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.08% | 56.63%-60.7pp | 47.52%-51.6pp | 41.45%-45.5pp |
| Employer contribution / active EE | $10,485 | $5,170+102.8% | $4,617+127.1% | $4,869+115.4% |
| Participant deferral / active EE | $9,140 | $6,343+44.1% | $5,984+52.7% | $5,287+72.9% |
| Admin fee / account holder | $2,325 | $9,817-76.3% | $8,357-72.2% | $10,132-77.1% |