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 5-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 | $129,588 | $138,044-6.1% | $125,339+3.4% | $134,475-3.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -63.75% | 750.33%-814.1pp | 572.05%-635.8pp | 417.96%-481.7pp |
| Employer contribution / active EE | $4,622 | $5,243-11.8% | $4,814-4.0% | $4,740-2.5% |
| Participant deferral / active EE | $10,164 | $7,799+30.3% | $7,446+36.5% | $6,400+58.8% |
| Admin fee / account holder | $182,173 | $11,571+1474.4% | $10,010+1720.0% | $11,426+1494.4% |