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 | $96,259 | $97,881-1.7% | $80,004+20.3% | $125,391-23.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -5.75% | 9.36%-15.1pp | 7.63%-13.4pp | 282.22%-288.0pp |
| Employer contribution / active EE | $11,866 | $3,128+279.4% | $2,473+379.9% | $4,866+143.9% |
| Participant deferral / active EE | $9,000 | $3,744+140.4% | $3,204+180.9% | $5,352+68.2% |
| Admin fee / account holder | $20,349 | $6,278+224.1% | $5,033+304.3% | $9,540+113.3% |