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 | $221,401 | $138,044+60.4% | $125,339+76.6% | $134,475+64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.78% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $20,882 | $5,243+298.3% | $4,814+333.8% | $4,740+340.6% |
| Participant deferral / active EE | $18,239 | $7,799+133.9% | $7,446+144.9% | $6,400+185.0% |
| Admin fee / account holder | $1,517 | $11,571-86.9% | $10,010-84.8% | $11,426-86.7% |