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 | $140,287 | $150,187-6.6% | $120,354+16.6% | $145,922-3.9% |
| Participation rate | 95.2% | 78.8%+16.5pp | 71.9%+23.3pp | 80.3%+15.0pp |
| Annual return | 2.88% | 154.07%-151.2pp | 107.15%-104.3pp | 561.29%-558.4pp |
| Employer contribution / active EE | $16,707 | $4,348+284.3% | $3,463+382.5% | $4,660+258.5% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,573 | $12,207-54.3% | $9,423-40.9% | $13,397-58.4% |