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 | $47,614 | $138,044-65.5% | $125,339-62.0% | $134,475-64.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.94% | 750.33%-776.3pp | 572.05%-598.0pp | 417.96%-443.9pp |
| Employer contribution / active EE | $10,425 | $5,243+98.8% | $4,814+116.6% | $4,740+119.9% |
| Participant deferral / active EE | $14,796 | $7,799+89.7% | $7,446+98.7% | $6,400+131.2% |
| Admin fee / account holder | $517 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |