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 | $18,769 | $138,044-86.4% | $125,339-85.0% | $134,475-86.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -32.98% | 750.33%-783.3pp | 572.05%-605.0pp | 417.96%-450.9pp |
| Employer contribution / active EE | $11,004 | $5,243+109.9% | $4,814+128.6% | $4,740+132.2% |
| Participant deferral / active EE | $3,000 | $7,799-61.5% | $7,446-59.7% | $6,400-53.1% |
| Admin fee / account holder | $651 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |