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 8-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 | $30,539 | $138,044-77.9% | $125,339-75.6% | $134,475-77.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.28% | 750.33%-779.6pp | 572.05%-601.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $6,592 | $5,243+25.7% | $4,814+36.9% | $4,740+39.1% |
| Participant deferral / active EE | $2,825 | $7,799-63.8% | $7,446-62.1% | $6,400-55.9% |
| Admin fee / account holder | $772 | $11,571-93.3% | $10,010-92.3% | $11,426-93.2% |