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 8-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 | $48,186 | $217,402-77.8% | $185,823-74.1% | $167,490-71.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -1.09% | 148.36%-149.5pp | 122.05%-123.1pp | 478.56%-479.7pp |
| Employer contribution / active EE | $26,199 | $5,873+346.1% | $5,167+407.0% | $4,837+441.6% |
| Participant deferral / active EE | $30,000 | $6,356+372.0% | $5,568+438.8% | $6,341+373.1% |
| Admin fee / account holder | $325 | $19,811-98.4% | $16,237-98.0% | $12,309-97.4% |