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 | $70,372 | $138,044-49.0% | $125,339-43.9% | $134,475-47.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -42.77% | 750.33%-793.1pp | 572.05%-614.8pp | 417.96%-460.7pp |
| Employer contribution / active EE | $5,359 | $5,243+2.2% | $4,814+11.3% | $4,740+13.1% |
| Participant deferral / active EE | $14,045 | $7,799+80.1% | $7,446+88.6% | $6,400+119.5% |
| Admin fee / account holder | $3,836 | $11,571-66.9% | $10,010-61.7% | $11,426-66.4% |