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 | $145,833 | $138,044+5.6% | $125,339+16.4% | $134,475+8.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.54% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $16,402 | $5,243+212.8% | $4,814+240.7% | $4,740+246.1% |
| Participant deferral / active EE | $13,136 | $7,799+68.4% | $7,446+76.4% | $6,400+105.3% |
| Admin fee / account holder | $1,881 | $11,571-83.7% | $10,010-81.2% | $11,426-83.5% |