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 | $74,011 | $138,044-46.4% | $125,339-41.0% | $134,475-45.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.98% | 750.33%-781.3pp | 572.05%-603.0pp | 417.96%-448.9pp |
| Employer contribution / active EE | $2,831 | $5,243-46.0% | $4,814-41.2% | $4,740-40.3% |
| Participant deferral / active EE | $2,615 | $7,799-66.5% | $7,446-64.9% | $6,400-59.1% |
| Admin fee / account holder | $1,714 | $11,571-85.2% | $10,010-82.9% | $11,426-85.0% |