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 7-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 | $80,613 | $190,805-57.8% | $159,960-49.6% | $134,475-40.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.27% | 552.23%-577.5pp | 408.60%-433.9pp | 417.96%-443.2pp |
| Employer contribution / active EE | $40,468 | $4,995+710.1% | $4,226+857.7% | $4,740+753.8% |
| Participant deferral / active EE | $20,810 | $6,923+200.6% | $6,182+236.6% | $6,400+225.2% |
| Admin fee / account holder | $1,047 | $10,471-90.0% | $8,698-88.0% | $11,426-90.8% |