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 | $45,996 | $138,044-66.7% | $125,339-63.3% | $134,475-65.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.84% | 750.33%-774.2pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $3,944 | $5,243-24.8% | $4,814-18.1% | $4,740-16.8% |
| Participant deferral / active EE | $8,265 | $7,799+6.0% | $7,446+11.0% | $6,400+29.1% |
| Admin fee / account holder | $780 | $11,571-93.3% | $10,010-92.2% | $11,426-93.2% |