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 | $53,997 | $127,386-57.6% | $115,037-53.1% | $125,391-56.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.06% | 31.28%-36.3pp | 26.14%-31.2pp | 282.22%-287.3pp |
| Employer contribution / active EE | $13,227 | $5,166+156.0% | $4,608+187.1% | $4,866+171.8% |
| Participant deferral / active EE | $9,361 | $6,423+45.7% | $6,026+55.3% | $5,352+74.9% |
| Admin fee / account holder | $1,015 | $9,516-89.3% | $8,175-87.6% | $9,540-89.4% |