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 9-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 | $42,566 | $160,055-73.4% | $140,016-69.6% | $135,375-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.69% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $31,892 | $6,420+396.7% | $5,606+468.9% | $4,779+567.4% |
| Participant deferral / active EE | $16,423 | $7,642+114.9% | $6,927+137.1% | $5,609+192.8% |
| Admin fee / account holder | $1,361 | $13,328-89.8% | $10,705-87.3% | $10,827-87.4% |