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 | $40,551 | $127,386-68.2% | $115,037-64.7% | $125,391-67.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -13.07% | 31.28%-44.3pp | 26.14%-39.2pp | 282.22%-295.3pp |
| Employer contribution / active EE | $50,025 | $5,166+868.3% | $4,608+985.7% | $4,866+928.1% |
| Participant deferral / active EE | $18,000 | $6,423+180.2% | $6,026+198.7% | $5,352+236.4% |
| Admin fee / account holder | $1,574 | $9,516-83.5% | $8,175-80.7% | $9,540-83.5% |