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 | $77,782 | $202,432-61.6% | $169,368-54.1% | $139,434-44.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -6.51% | 531.74%-538.2pp | 405.60%-412.1pp | 372.94%-379.5pp |
| Employer contribution / active EE | $8,593 | $4,692+83.1% | $4,013+114.1% | $4,751+80.9% |
| Participant deferral / active EE | $2,617 | $6,938-62.3% | $6,221-57.9% | $6,710-61.0% |
| Admin fee / account holder | $3,096 | $10,708-71.1% | $9,003-65.6% | $11,403-72.8% |