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 | $80,928 | $168,632-52.0% | $147,614-45.2% | $125,391-35.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.33% | 77.65%-87.0pp | 61.98%-71.3pp | 282.22%-291.6pp |
| Employer contribution / active EE | $35,000 | $6,252+459.8% | $5,564+529.0% | $4,866+619.3% |
| Participant deferral / active EE | $17,518 | $5,507+218.1% | $4,895+257.9% | $5,352+227.3% |
| Admin fee / account holder | $394 | $13,580-97.1% | $11,611-96.6% | $9,540-95.9% |