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 | $104,046 | $138,044-24.6% | $125,339-17.0% | $134,475-22.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.92% | 750.33%-771.2pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $13,008 | $5,243+148.1% | $4,814+170.2% | $4,740+174.4% |
| Participant deferral / active EE | $12,289 | $7,799+57.6% | $7,446+65.0% | $6,400+92.0% |
| Admin fee / account holder | $4,340 | $11,571-62.5% | $10,010-56.6% | $11,426-62.0% |