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 | $74,164 | $165,335-55.1% | $149,696-50.5% | $158,922-53.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -15.62% | 348.15%-363.8pp | 276.60%-292.2pp | 302.83%-318.4pp |
| Employer contribution / active EE | $15,441 | $5,103+202.6% | $4,644+232.5% | $4,761+224.3% |
| Participant deferral / active EE | $11,375 | $7,181+58.4% | $6,842+66.3% | $5,982+90.1% |
| Admin fee / account holder | $4,466 | $10,807-58.7% | $9,309-52.0% | $11,246-60.3% |