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 | $13,038 | $92,703-85.9% | $82,719-84.2% | $134,475-90.3% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -21.21% | 944.92%-966.1pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,262 | $3,274-61.4% | $3,009-58.0% | $4,740-73.4% |
| Participant deferral / active EE | $6,728 | $4,802+40.1% | $4,395+53.1% | $6,400+5.1% |
| Admin fee / account holder | $488 | $5,983-91.8% | $5,329-90.8% | $11,426-95.7% |