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 7-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 | $45,080 | $138,044-67.3% | $125,339-64.0% | $134,475-66.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.81% | 750.33%-779.1pp | 572.05%-600.9pp | 417.96%-446.8pp |
| Employer contribution / active EE | $4,008 | $5,243-23.6% | $4,814-16.7% | $4,740-15.4% |
| Participant deferral / active EE | $6,795 | $7,799-12.9% | $7,446-8.8% | $6,400+6.2% |
| Admin fee / account holder | $1,709 | $11,571-85.2% | $10,010-82.9% | $11,426-85.0% |