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 6-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 | $31,211 | $154,228-79.8% | $145,433-78.5% | $137,256-77.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -11.94% | 74.59%-86.5pp | 66.58%-78.5pp | 220.34%-232.3pp |
| Employer contribution / active EE | $18,261 | $4,804+280.1% | $4,554+300.9% | $4,156+339.4% |
| Participant deferral / active EE | $15,433 | $8,216+87.8% | $7,897+95.4% | $6,407+140.9% |
| Admin fee / account holder | $262,187 | $14,344+1727.9% | $13,129+1897.0% | $12,270+2036.8% |