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 10-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 | $58,796 | $138,044-57.4% | $125,339-53.1% | $134,475-56.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.29% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,735 | $5,243-66.9% | $4,814-63.9% | $4,740-63.4% |
| Participant deferral / active EE | $6,102 | $7,799-21.8% | $7,446-18.0% | $6,400-4.6% |
| Admin fee / account holder | $6,970 | $11,571-39.8% | $10,010-30.4% | $11,426-39.0% |