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 | $67,908 | $138,044-50.8% | $125,339-45.8% | $134,475-49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.06% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,744 | $5,243-66.7% | $4,814-63.8% | $4,740-63.2% |
| Participant deferral / active EE | $27,000 | $7,799+246.2% | $7,446+262.6% | $6,400+321.9% |
| Admin fee / account holder | $3,757 | $11,571-67.5% | $10,010-62.5% | $11,426-67.1% |