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 6-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 | $64,862 | $160,055-59.5% | $140,016-53.7% | $135,375-52.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.61% | 911.38%-921.0pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,426 | $6,420-46.6% | $5,606-38.9% | $4,779-28.3% |
| Participant deferral / active EE | $11,734 | $7,642+53.6% | $6,927+69.4% | $5,609+109.2% |
| Admin fee / account holder | $1,059 | $13,328-92.1% | $10,705-90.1% | $10,827-90.2% |