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 | $53,797 | $138,044-61.0% | $125,339-57.1% | $134,475-60.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.35% | 750.33%-777.7pp | 572.05%-599.4pp | 417.96%-445.3pp |
| Employer contribution / active EE | $2,622 | $5,243-50.0% | $4,814-45.5% | $4,740-44.7% |
| Participant deferral / active EE | $14,850 | $7,799+90.4% | $7,446+99.4% | $6,400+132.0% |
| Admin fee / account holder | $405 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |