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 | $56,563 | $138,044-59.0% | $125,339-54.9% | $134,475-57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.73% | 750.33%-781.1pp | 572.05%-602.8pp | 417.96%-448.7pp |
| Employer contribution / active EE | $2,254 | $5,243-57.0% | $4,814-53.2% | $4,740-52.4% |
| Participant deferral / active EE | $5,799 | $7,799-25.6% | $7,446-22.1% | $6,400-9.4% |
| Admin fee / account holder | $783 | $11,571-93.2% | $10,010-92.2% | $11,426-93.1% |