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 | $31,284 | $138,044-77.3% | $125,339-75.0% | $134,475-76.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -22.15% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $7,052 | $5,243+34.5% | $4,814+46.5% | $4,740+48.8% |
| Participant deferral / active EE | $11,192 | $7,799+43.5% | $7,446+50.3% | $6,400+74.9% |
| Admin fee / account holder | $688 | $11,571-94.1% | $10,010-93.1% | $11,426-94.0% |