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 7-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 | $31,665 | $138,044-77.1% | $125,339-74.7% | $134,475-76.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.10% | 750.33%-778.4pp | 572.05%-600.2pp | 417.96%-446.1pp |
| Employer contribution / active EE | $2,757 | $5,243-47.4% | $4,814-42.7% | $4,740-41.8% |
| Participant deferral / active EE | $9,335 | $7,799+19.7% | $7,446+25.4% | $6,400+45.9% |
| Admin fee / account holder | $1,929 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |