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 7-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 | $67,332 | $138,044-51.2% | $125,339-46.3% | $134,475-49.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.22% | 750.33%-777.5pp | 572.05%-599.3pp | 417.96%-445.2pp |
| Employer contribution / active EE | $8,972 | $5,243+71.1% | $4,814+86.4% | $4,740+89.3% |
| Participant deferral / active EE | $17,667 | $7,799+126.5% | $7,446+137.3% | $6,400+176.1% |
| Admin fee / account holder | $2,797 | $11,571-75.8% | $10,010-72.1% | $11,426-75.5% |