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 | $22,817 | $138,044-83.5% | $125,339-81.8% | $134,475-83.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.31% | 750.33%-771.6pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $3,361 | $5,243-35.9% | $4,814-30.2% | $4,740-29.1% |
| Participant deferral / active EE | $10,146 | $7,799+30.1% | $7,446+36.3% | $6,400+58.5% |
| Admin fee / account holder | $2,436 | $11,571-79.0% | $10,010-75.7% | $11,426-78.7% |