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 8-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 | $47,670 | $138,044-65.5% | $125,339-62.0% | $134,475-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -36.40% | 750.33%-786.7pp | 572.05%-608.5pp | 417.96%-454.4pp |
| Employer contribution / active EE | $7,902 | $5,243+50.7% | $4,814+64.2% | $4,740+66.7% |
| Participant deferral / active EE | $10,556 | $7,799+35.4% | $7,446+41.8% | $6,400+65.0% |
| Admin fee / account holder | $1,356 | $11,571-88.3% | $10,010-86.5% | $11,426-88.1% |