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 | $25,938 | $138,044-81.2% | $125,339-79.3% | $134,475-80.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -52.74% | 750.33%-803.1pp | 572.05%-624.8pp | 417.96%-470.7pp |
| Employer contribution / active EE | $2,143 | $5,243-59.1% | $4,814-55.5% | $4,740-54.8% |
| Participant deferral / active EE | $12,443 | $7,799+59.6% | $7,446+67.1% | $6,400+94.4% |
| Admin fee / account holder | $3,311 | $11,571-71.4% | $10,010-66.9% | $11,426-71.0% |