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 7-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 | $39,394 | $138,044-71.5% | $125,339-68.6% | $134,475-70.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.53% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,379 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $15,660 | $7,799+100.8% | $7,446+110.3% | $6,400+144.7% |
| Admin fee / account holder | $3,483 | $11,571-69.9% | $10,010-65.2% | $11,426-69.5% |