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 | $202,841 | $138,044+46.9% | $125,339+61.8% | $134,475+50.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.38% | 750.33%-774.7pp | 572.05%-596.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $13,316 | $5,243+154.0% | $4,814+176.6% | $4,740+180.9% |
| Participant deferral / active EE | $11,044 | $7,799+41.6% | $7,446+48.3% | $6,400+72.6% |
| Admin fee / account holder | $1,265 | $11,571-89.1% | $10,010-87.4% | $11,426-88.9% |