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 | $34,848 | $138,044-74.8% | $125,339-72.2% | $134,475-74.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.48% | 750.33%-773.8pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $6,778 | $5,243+29.3% | $4,814+40.8% | $4,740+43.0% |
| Participant deferral / active EE | $26,443 | $7,799+239.1% | $7,446+255.1% | $6,400+313.2% |
| Admin fee / account holder | $1,146 | $11,571-90.1% | $10,010-88.5% | $11,426-90.0% |