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 9-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 | $200,086 | $140,588+42.3% | $123,104+62.5% | $125,391+59.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.97% | 16.80%-20.8pp | 13.22%-17.2pp | 282.22%-286.2pp |
| Employer contribution / active EE | $17,152 | $6,041+183.9% | $5,151+233.0% | $4,866+252.5% |
| Participant deferral / active EE | $14,859 | $6,980+112.9% | $6,230+138.5% | $5,352+177.7% |
| Admin fee / account holder | $7,998 | $11,198-28.6% | $9,015-11.3% | $9,540-16.2% |