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 | $23,537 | $138,044-82.9% | $125,339-81.2% | $134,475-82.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.68% | 750.33%-790.0pp | 572.05%-611.7pp | 417.96%-457.6pp |
| Employer contribution / active EE | $3,476 | $5,243-33.7% | $4,814-27.8% | $4,740-26.7% |
| Participant deferral / active EE | $14,965 | $7,799+91.9% | $7,446+101.0% | $6,400+133.8% |
| Admin fee / account holder | $392 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |