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 | $40,909 | $160,055-74.4% | $140,016-70.8% | $135,375-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.16% | 911.38%-930.5pp | 651.12%-670.3pp | 519.73%-538.9pp |
| Employer contribution / active EE | $12,016 | $6,420+87.2% | $5,606+114.3% | $4,779+151.4% |
| Participant deferral / active EE | $20,185 | $7,642+164.1% | $6,927+191.4% | $5,609+259.9% |
| Admin fee / account holder | $3,440 | $13,328-74.2% | $10,705-67.9% | $10,827-68.2% |