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 | $76,923 | $168,632-54.4% | $147,614-47.9% | $125,391-38.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -8.04% | 77.65%-85.7pp | 61.98%-70.0pp | 282.22%-290.3pp |
| Employer contribution / active EE | $28,079 | $6,252+349.1% | $5,564+404.6% | $4,866+477.1% |
| Participant deferral / active EE | $14,000 | $5,507+154.2% | $4,895+186.0% | $5,352+161.6% |
| Admin fee / account holder | $1,784 | $13,580-86.9% | $11,611-84.6% | $9,540-81.3% |