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 | $74,627 | $160,055-53.4% | $140,016-46.7% | $135,375-44.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.51% | 911.38%-924.9pp | 651.12%-664.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $10,867 | $6,420+69.3% | $5,606+93.9% | $4,779+127.4% |
| Participant deferral / active EE | $8,599 | $7,642+12.5% | $6,927+24.1% | $5,609+53.3% |
| Admin fee / account holder | $337 | $13,328-97.5% | $10,705-96.9% | $10,827-96.9% |