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 | $65,126 | $138,044-52.8% | $125,339-48.0% | $134,475-51.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.14% | 750.33%-779.5pp | 572.05%-601.2pp | 417.96%-447.1pp |
| Employer contribution / active EE | $4,158 | $5,243-20.7% | $4,814-13.6% | $4,740-12.3% |
| Participant deferral / active EE | $16,367 | $7,799+109.9% | $7,446+119.8% | $6,400+155.7% |
| Admin fee / account holder | $8,413 | $11,571-27.3% | $10,010-15.9% | $11,426-26.4% |