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 | $77,983 | $201,272-61.3% | $184,203-57.7% | $145,922-46.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -115.45% | 29.00%-144.5pp | 28.81%-144.3pp | 561.29%-676.7pp |
| Employer contribution / active EE | $92,858 | $7,022+1222.4% | $6,427+1344.8% | $4,660+1892.8% |
| Participant deferral / active EE | $124,987 | $9,806+1174.6% | $9,131+1268.8% | $6,688+1768.9% |
| Admin fee / account holder | $3,096 | $16,364-81.1% | $13,901-77.7% | $13,397-76.9% |