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 6-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 | $183,614 | $138,044+33.0% | $125,339+46.5% | $134,475+36.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.34% | 750.33%-778.7pp | 572.05%-600.4pp | 417.96%-446.3pp |
| Employer contribution / active EE | $10,348 | $5,243+97.4% | $4,814+115.0% | $4,740+118.3% |
| Participant deferral / active EE | $17,151 | $7,799+119.9% | $7,446+130.3% | $6,400+168.0% |
| Admin fee / account holder | $635 | $11,571-94.5% | $10,010-93.7% | $11,426-94.4% |