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 | $36,598 | $135,635-73.0% | $110,238-66.8% | $135,375-73.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.53% | 513.19%-525.7pp | 314.74%-327.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $11,605 | $4,906+136.5% | $3,826+203.3% | $4,779+142.8% |
| Participant deferral / active EE | $8,966 | $5,506+62.8% | $4,672+91.9% | $5,609+59.9% |
| Admin fee / account holder | $1,438 | $11,457-87.4% | $8,547-83.2% | $10,827-86.7% |