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 | $87,785 | $138,044-36.4% | $125,339-30.0% | $134,475-34.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -57.71% | 750.33%-808.0pp | 572.05%-629.8pp | 417.96%-475.7pp |
| Employer contribution / active EE | $33,093 | $5,243+531.1% | $4,814+587.5% | $4,740+598.2% |
| Participant deferral / active EE | $11,144 | $7,799+42.9% | $7,446+49.7% | $6,400+74.1% |
| Admin fee / account holder | $10,252 | $11,571-11.4% | $10,010+2.4% | $11,426-10.3% |