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 | $49,040 | $138,044-64.5% | $125,339-60.9% | $134,475-63.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.10% | 750.33%-771.4pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,679 | $5,243-29.8% | $4,814-23.6% | $4,740-22.4% |
| Participant deferral / active EE | $10,990 | $7,799+40.9% | $7,446+47.6% | $6,400+71.7% |
| Admin fee / account holder | $1,318 | $11,571-88.6% | $10,010-86.8% | $11,426-88.5% |