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 | $38,142 | $160,055-76.2% | $140,016-72.8% | $135,375-71.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.45% | 911.38%-929.8pp | 651.12%-669.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $12,971 | $6,420+102.0% | $5,606+131.4% | $4,779+171.4% |
| Participant deferral / active EE | $15,368 | $7,642+101.1% | $6,927+121.9% | $5,609+174.0% |
| Admin fee / account holder | $2,236 | $13,328-83.2% | $10,705-79.1% | $10,827-79.4% |