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 5-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 | $187,988 | $138,044+36.2% | $125,339+50.0% | $134,475+39.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.18% | 750.33%-771.5pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $8,128 | $5,243+55.0% | $4,814+68.9% | $4,740+71.5% |
| Participant deferral / active EE | $13,122 | $7,799+68.3% | $7,446+76.2% | $6,400+105.0% |
| Admin fee / account holder | $1,506 | $11,571-87.0% | $10,010-85.0% | $11,426-86.8% |