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 | $106,669 | $160,055-33.4% | $140,016-23.8% | $135,375-21.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.94% | 911.38%-923.3pp | 651.12%-663.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $9,567 | $6,420+49.0% | $5,606+70.7% | $4,779+100.2% |
| Participant deferral / active EE | $20,185 | $7,642+164.1% | $6,927+191.4% | $5,609+259.9% |
| Admin fee / account holder | $381 | $13,328-97.1% | $10,705-96.4% | $10,827-96.5% |