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 | $17,910 | $138,044-87.0% | $125,339-85.7% | $134,475-86.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.71% | 750.33%-790.0pp | 572.05%-611.8pp | 417.96%-457.7pp |
| Employer contribution / active EE | $24,369 | $5,243+364.8% | $4,814+406.3% | $4,740+414.2% |
| Participant deferral / active EE | $6,352 | $7,799-18.6% | $7,446-14.7% | $6,400-0.8% |
| Admin fee / account holder | $612 | $11,571-94.7% | $10,010-93.9% | $11,426-94.6% |