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 | $97,010 | $138,044-29.7% | $125,339-22.6% | $134,475-27.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.18% | 750.33%-776.5pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $9,000 | $5,243+71.6% | $4,814+87.0% | $4,740+89.9% |
| Participant deferral / active EE | $12,619 | $7,799+61.8% | $7,446+69.5% | $6,400+97.2% |
| Admin fee / account holder | $721 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |