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 | $55,964 | $138,044-59.5% | $125,339-55.3% | $134,475-58.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.09% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,242 | $5,243-57.2% | $4,814-53.4% | $4,740-52.7% |
| Participant deferral / active EE | $6,907 | $7,799-11.4% | $7,446-7.2% | $6,400+7.9% |
| Admin fee / account holder | $424 | $11,571-96.3% | $10,010-95.8% | $11,426-96.3% |