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 | $105,172 | $153,772-31.6% | $133,980-21.5% | $273,961-61.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -43.48% | 36.51%-80.0pp | 29.30%-72.8pp | 41.45%-84.9pp |
| Employer contribution / active EE | $18,377 | $6,029+204.8% | $5,211+252.6% | $4,869+277.4% |
| Participant deferral / active EE | $19,500 | $6,958+180.2% | $6,282+210.4% | $5,287+268.8% |
| Admin fee / account holder | $50,160 | $11,765+326.4% | $9,324+438.0% | $10,132+395.1% |