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 | $99,717 | $138,044-27.8% | $125,339-20.4% | $134,475-25.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.57% | 750.33%-778.9pp | 572.05%-600.6pp | 417.96%-446.5pp |
| Employer contribution / active EE | $3,495 | $5,243-33.3% | $4,814-27.4% | $4,740-26.3% |
| Participant deferral / active EE | $15,013 | $7,799+92.5% | $7,446+101.6% | $6,400+134.6% |
| Admin fee / account holder | $377 | $11,571-96.7% | $10,010-96.2% | $11,426-96.7% |