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 | $68,836 | $138,044-50.1% | $125,339-45.1% | $134,475-48.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.85% | 750.33%-774.2pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $4,585 | $5,243-12.6% | $4,814-4.8% | $4,740-3.3% |
| Participant deferral / active EE | $4,420 | $7,799-43.3% | $7,446-40.6% | $6,400-30.9% |
| Admin fee / account holder | $14,071 | $11,571+21.6% | $10,010+40.6% | $11,426+23.2% |