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 | $45,208 | $138,044-67.3% | $125,339-63.9% | $134,475-66.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.70% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $23,084 | $5,243+340.2% | $4,814+379.5% | $4,740+387.0% |
| Participant deferral / active EE | $10,714 | $7,799+37.4% | $7,446+43.9% | $6,400+67.4% |
| Admin fee / account holder | $10,823 | $11,571-6.5% | $10,010+8.1% | $11,426-5.3% |