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 | $156,514 | $176,056-11.1% | $159,436-1.8% | $167,490-6.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.65% | 331.75%-332.4pp | 263.57%-264.2pp | 478.56%-479.2pp |
| Employer contribution / active EE | $15,250 | $5,297+187.9% | $4,829+215.8% | $4,837+215.2% |
| Participant deferral / active EE | $15,000 | $7,750+93.5% | $7,352+104.0% | $6,341+136.5% |
| Admin fee / account holder | $1,138 | $12,554-90.9% | $10,799-89.5% | $12,309-90.8% |