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 | $62,456 | $180,449-65.4% | $154,107-59.5% | $135,375-53.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.79% | 888.09%-900.9pp | 735.12%-747.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $10,584 | $6,035+75.4% | $5,298+99.8% | $4,779+121.5% |
| Participant deferral / active EE | $14,747 | $5,806+154.0% | $5,081+190.3% | $5,609+162.9% |
| Admin fee / account holder | $793 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |