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 | $99,938 | $160,055-37.6% | $140,016-28.6% | $135,375-26.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.99% | 911.38%-922.4pp | 651.12%-662.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $16,312 | $6,420+154.1% | $5,606+191.0% | $4,779+241.4% |
| Participant deferral / active EE | $14,067 | $7,642+84.1% | $6,927+103.1% | $5,609+150.8% |
| Admin fee / account holder | $22,801 | $13,328+71.1% | $10,705+113.0% | $10,827+110.6% |