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 7-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 | $162,843 | $142,344+14.4% | $119,609+36.1% | $134,475+21.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.37% | -12.44%-11.9pp | -14.97%-9.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $40,500 | $5,222+675.6% | $4,232+857.0% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $6,469+216.9% | $5,602+265.9% | $6,400+220.3% |
| Admin fee / account holder | $1,816 | $13,584-86.6% | $10,323-82.4% | $11,426-84.1% |