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 6-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 | $49,820 | $138,044-63.9% | $125,339-60.3% | $134,475-63.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -55.81% | 750.33%-806.1pp | 572.05%-627.9pp | 417.96%-473.8pp |
| Employer contribution / active EE | $28,275 | $5,243+439.3% | $4,814+487.4% | $4,740+496.6% |
| Participant deferral / active EE | $14,275 | $7,799+83.0% | $7,446+91.7% | $6,400+123.1% |
| Admin fee / account holder | $480 | $11,571-95.9% | $10,010-95.2% | $11,426-95.8% |