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 | $101,364 | $97,757+3.7% | $83,848+20.9% | $135,375-25.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.26% | 1287.37%-1314.6pp | 850.88%-878.1pp | 519.73%-547.0pp |
| Employer contribution / active EE | $3,378 | $4,222-20.0% | $3,631-7.0% | $4,779-29.3% |
| Participant deferral / active EE | $39,438 | $4,682+742.3% | $4,082+866.2% | $5,609+603.1% |
| Admin fee / account holder | $14,101 | $6,674+111.3% | $5,478+157.4% | $10,827+30.2% |