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 | $43,600 | $138,044-68.4% | $125,339-65.2% | $134,475-67.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.06% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $10,693 | $5,243+103.9% | $4,814+122.1% | $4,740+125.6% |
| Participant deferral / active EE | $12,193 | $7,799+56.3% | $7,446+63.7% | $6,400+90.5% |
| Admin fee / account holder | $9,037 | $11,571-21.9% | $10,010-9.7% | $11,426-20.9% |