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 6-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 | $39,244 | $138,044-71.6% | $125,339-68.7% | $134,475-70.8% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -22.83% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,258 | $5,243-56.9% | $4,814-53.1% | $4,740-52.4% |
| Participant deferral / active EE | $9,589 | $7,799+23.0% | $7,446+28.8% | $6,400+49.8% |
| Admin fee / account holder | $345 | $11,571-97.0% | $10,010-96.6% | $11,426-97.0% |