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 6-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 | $33,572 | $138,044-75.7% | $125,339-73.2% | $134,475-75.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.19% | 750.33%-778.5pp | 572.05%-600.2pp | 417.96%-446.2pp |
| Employer contribution / active EE | $21,398 | $5,243+308.1% | $4,814+344.5% | $4,740+351.5% |
| Participant deferral / active EE | $16,625 | $7,799+113.2% | $7,446+123.3% | $6,400+159.8% |
| Admin fee / account holder | $10,214 | $11,571-11.7% | $10,010+2.0% | $11,426-10.6% |