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 | $108,758 | $180,449-39.7% | $154,107-29.4% | $135,375-19.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.36% | 888.09%-900.5pp | 735.12%-747.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $35,648 | $6,035+490.7% | $5,298+572.9% | $4,779+646.0% |
| Participant deferral / active EE | $11,840 | $5,806+103.9% | $5,081+133.0% | $5,609+111.1% |
| Admin fee / account holder | $350 | $16,143-97.8% | $13,411-97.4% | $10,827-96.8% |