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 | $117,717 | $201,272-41.5% | $184,203-36.1% | $145,922-19.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -17.34% | 29.00%-46.3pp | 28.81%-46.2pp | 561.29%-578.6pp |
| Employer contribution / active EE | $23,484 | $7,022+234.4% | $6,427+265.4% | $4,660+404.0% |
| Participant deferral / active EE | $17,635 | $9,806+79.8% | $9,131+93.1% | $6,688+163.7% |
| Admin fee / account holder | $19,068 | $16,364+16.5% | $13,901+37.2% | $13,397+42.3% |