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 4-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 | $112,989 | $183,519-38.4% | $155,509-27.3% | $145,922-22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -30.68% | 61.17%-91.8pp | 64.67%-95.3pp | 561.29%-592.0pp |
| Employer contribution / active EE | $12,183 | $5,313+129.3% | $4,672+160.7% | $4,660+161.5% |
| Participant deferral / active EE | $8,295 | $6,462+28.4% | $5,626+47.4% | $6,688+24.0% |
| Admin fee / account holder | $720 | $19,313-96.3% | $15,912-95.5% | $13,397-94.6% |