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 | $122,996 | $92,703+32.7% | $82,719+48.7% | $134,475-8.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.87% | 944.92%-969.8pp | 701.18%-726.0pp | 417.96%-442.8pp |
| Employer contribution / active EE | $23,405 | $3,274+614.9% | $3,009+677.8% | $4,740+393.8% |
| Participant deferral / active EE | $13,310 | $4,802+177.2% | $4,395+202.8% | $6,400+108.0% |
| Admin fee / account holder | $419 | $5,983-93.0% | $5,329-92.1% | $11,426-96.3% |