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 8-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 | $67,879 | $160,055-57.6% | $140,016-51.5% | $135,375-49.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.47% | 911.38%-921.9pp | 651.12%-661.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $12,973 | $6,420+102.1% | $5,606+131.4% | $4,779+171.5% |
| Participant deferral / active EE | $27,100 | $7,642+254.6% | $6,927+291.2% | $5,609+383.2% |
| Admin fee / account holder | $492 | $13,328-96.3% | $10,705-95.4% | $10,827-95.5% |