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 9-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 | $72,770 | $90,320-19.4% | $59,496+22.3% | $125,391-42.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -9.36% | 369.13%-378.5pp | 182.05%-191.4pp | 282.22%-291.6pp |
| Employer contribution / active EE | $18,346 | $1,792+924.0% | $1,153+1491.2% | $4,866+277.0% |
| Participant deferral / active EE | $8,450 | $2,716+211.1% | $1,829+361.9% | $5,352+57.9% |
| Admin fee / account holder | $1,075 | $3,063-64.9% | $2,232-51.9% | $9,540-88.7% |