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 5-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 | $78,960 | $138,044-42.8% | $125,339-37.0% | $134,475-41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.79% | 750.33%-776.1pp | 572.05%-597.8pp | 417.96%-443.8pp |
| Employer contribution / active EE | $15,688 | $5,243+199.2% | $4,814+225.9% | $4,740+231.0% |
| Participant deferral / active EE | $27,000 | $7,799+246.2% | $7,446+262.6% | $6,400+321.9% |
| Admin fee / account holder | $894 | $11,571-92.3% | $10,010-91.1% | $11,426-92.2% |