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 | $132,108 | $138,044-4.3% | $125,339+5.4% | $134,475-1.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.88% | 750.33%-776.2pp | 572.05%-597.9pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,011 | $5,243-61.6% | $4,814-58.2% | $4,740-57.6% |
| Participant deferral / active EE | $11,043 | $7,799+41.6% | $7,446+48.3% | $6,400+72.6% |
| Admin fee / account holder | $17,683 | $11,571+52.8% | $10,010+76.7% | $11,426+54.8% |