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 4-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 | $35,639 | $210,648-83.1% | $177,989-80.0% | $145,922-75.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -17.52% | 385.86%-403.4pp | 294.48%-312.0pp | 561.29%-578.8pp |
| Employer contribution / active EE | $17,268 | $4,565+278.3% | $3,949+337.3% | $4,660+270.6% |
| Participant deferral / active EE | $17,246 | $6,958+147.9% | $6,276+174.8% | $6,688+157.9% |
| Admin fee / account holder | $795 | $12,013-93.4% | $10,363-92.3% | $13,397-94.1% |