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 | $48,087 | $176,056-72.7% | $159,436-69.8% | $167,490-71.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -87.70% | 331.75%-419.4pp | 263.57%-351.3pp | 478.56%-566.3pp |
| Employer contribution / active EE | $15,120 | $5,297+185.4% | $4,829+213.1% | $4,837+212.6% |
| Participant deferral / active EE | $15,120 | $7,750+95.1% | $7,352+105.7% | $6,341+138.4% |
| Admin fee / account holder | $306 | $12,554-97.6% | $10,799-97.2% | $12,309-97.5% |