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 4-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 | $16,541 | $138,044-88.0% | $125,339-86.8% | $134,475-87.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -55.54% | 750.33%-805.9pp | 572.05%-627.6pp | 417.96%-473.5pp |
| Employer contribution / active EE | $1,075 | $5,243-79.5% | $4,814-77.7% | $4,740-77.3% |
| Participant deferral / active EE | $3,469 | $7,799-55.5% | $7,446-53.4% | $6,400-45.8% |
| Admin fee / account holder | $632 | $11,571-94.5% | $10,010-93.7% | $11,426-94.5% |