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 | $49,804 | $160,055-68.9% | $140,016-64.4% | $135,375-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.84% | 911.38%-931.2pp | 651.12%-671.0pp | 519.73%-539.6pp |
| Employer contribution / active EE | $15,162 | $6,420+136.2% | $5,606+170.5% | $4,779+217.3% |
| Participant deferral / active EE | $15,295 | $7,642+100.2% | $6,927+120.8% | $5,609+172.7% |
| Admin fee / account holder | $442 | $13,328-96.7% | $10,705-95.9% | $10,827-95.9% |