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 | $37,802 | $138,044-72.6% | $125,339-69.8% | $134,475-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.35% | 750.33%-780.7pp | 572.05%-602.4pp | 417.96%-448.3pp |
| Employer contribution / active EE | $5,048 | $5,243-3.7% | $4,814+4.9% | $4,740+6.5% |
| Participant deferral / active EE | $16,746 | $7,799+114.7% | $7,446+124.9% | $6,400+161.7% |
| Admin fee / account holder | $407 | $11,571-96.5% | $10,010-95.9% | $11,426-96.4% |