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 6-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 | $169,147 | $138,044+22.5% | $125,339+35.0% | $134,475+25.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.57% | 750.33%-778.9pp | 572.05%-600.6pp | 417.96%-446.5pp |
| Employer contribution / active EE | $3,971 | $5,243-24.3% | $4,814-17.5% | $4,740-16.2% |
| Participant deferral / active EE | $10,908 | $7,799+39.9% | $7,446+46.5% | $6,400+70.4% |
| Admin fee / account holder | $3,129 | $11,571-73.0% | $10,010-68.7% | $11,426-72.6% |