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 | $79,457 | $138,044-42.4% | $125,339-36.6% | $134,475-40.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.35% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,814-25.3% | $4,740-24.1% |
| Participant deferral / active EE | $13,401 | $7,799+71.8% | $7,446+80.0% | $6,400+109.4% |
| Admin fee / account holder | $785 | $11,571-93.2% | $10,010-92.2% | $11,426-93.1% |