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 | $136,902 | $183,592-25.4% | $155,567-12.0% | $145,959-6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -24.24% | 61.24%-85.5pp | 64.74%-89.0pp | 561.95%-586.2pp |
| Employer contribution / active EE | $22,000 | $5,315+313.9% | $4,674+370.7% | $4,661+372.0% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,242 | $19,318-78.0% | $15,916-73.4% | $13,398-68.3% |