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 | $76,991 | $183,963-58.1% | $162,163-52.5% | $152,861-49.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | -21.49% | 150.76%-172.3pp | 115.59%-137.1pp | 345.32%-366.8pp |
| Employer contribution / active EE | $11,586 | $6,371+81.9% | $5,614+106.4% | $4,762+143.3% |
| Participant deferral / active EE | $17,065 | $8,034+112.4% | $7,298+133.8% | $5,850+191.7% |
| Admin fee / account holder | $114,184 | $13,121+770.2% | $10,843+953.1% | $11,596+884.6% |