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 | $72,984 | $190,805-61.7% | $159,960-54.4% | $134,475-45.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.21% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,966 | $4,995-60.6% | $4,226-53.5% | $4,740-58.5% |
| Participant deferral / active EE | $16,750 | $6,923+141.9% | $6,182+170.9% | $6,400+161.7% |
| Admin fee / account holder | $583 | $10,471-94.4% | $8,698-93.3% | $11,426-94.9% |