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 | $68,338 | $197,825-65.5% | $155,790-56.1% | $125,391-45.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -13.21% | 86.74%-100.0pp | 71.54%-84.8pp | 282.22%-295.4pp |
| Employer contribution / active EE | $13,080 | $4,847+169.9% | $3,836+241.0% | $4,866+168.8% |
| Participant deferral / active EE | $14,000 | $5,630+148.7% | $4,797+191.9% | $5,352+161.6% |
| Admin fee / account holder | $504 | $9,545-94.7% | $7,478-93.3% | $9,540-94.7% |