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 4-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 | $34,009 | $138,044-75.4% | $125,339-72.9% | $134,475-74.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.73% | 750.33%-774.1pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $19,690 | $5,243+275.5% | $4,814+309.1% | $4,740+315.4% |
| Participant deferral / active EE | $4,048 | $7,799-48.1% | $7,446-45.6% | $6,400-36.8% |
| Admin fee / account holder | $8,431 | $11,571-27.1% | $10,010-15.8% | $11,426-26.2% |