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 10-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 | $50,010 | $180,449-72.3% | $154,107-67.5% | $135,375-63.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.81% | 888.09%-901.9pp | 735.12%-748.9pp | 519.73%-533.5pp |
| Employer contribution / active EE | $10,867 | $6,035+80.1% | $5,298+105.1% | $4,779+127.4% |
| Participant deferral / active EE | $9,725 | $5,806+67.5% | $5,081+91.4% | $5,609+73.4% |
| Admin fee / account holder | $358 | $16,143-97.8% | $13,411-97.3% | $10,827-96.7% |