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 7-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 | $111,877 | $129,942-13.9% | $104,294+7.3% | $134,475-16.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.54% | 42.03%-62.6pp | 24.61%-45.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $14,000 | $4,184+234.6% | $3,372+315.2% | $4,740+195.4% |
| Participant deferral / active EE | $20,000 | $5,588+257.9% | $4,625+332.4% | $6,400+212.5% |
| Admin fee / account holder | $1,015 | $9,323-89.1% | $7,339-86.2% | $11,426-91.1% |