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 | $63,504 | $127,386-50.1% | $115,037-44.8% | $125,391-49.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.94% | 31.28%-37.2pp | 26.14%-32.1pp | 282.22%-288.2pp |
| Employer contribution / active EE | $15,000 | $5,166+190.4% | $4,608+225.5% | $4,866+208.3% |
| Participant deferral / active EE | $15,000 | $6,423+133.5% | $6,026+148.9% | $5,352+180.3% |
| Admin fee / account holder | $2,117 | $9,516-77.8% | $8,175-74.1% | $9,540-77.8% |