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 | $29,130 | $97,757-70.2% | $83,848-65.3% | $135,375-78.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.35% | 1287.37%-1300.7pp | 850.88%-864.2pp | 519.73%-533.1pp |
| Employer contribution / active EE | $3,522 | $4,222-16.6% | $3,631-3.0% | $4,779-26.3% |
| Participant deferral / active EE | $13,859 | $4,682+196.0% | $4,082+239.5% | $5,609+147.1% |
| Admin fee / account holder | $2,565 | $6,674-61.6% | $5,478-53.2% | $10,827-76.3% |