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 | $35,723 | $138,044-74.1% | $125,339-71.5% | $134,475-73.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.91% | 750.33%-779.2pp | 572.05%-601.0pp | 417.96%-446.9pp |
| Employer contribution / active EE | $11,952 | $5,243+127.9% | $4,814+148.3% | $4,740+152.2% |
| Participant deferral / active EE | $6,704 | $7,799-14.0% | $7,446-10.0% | $6,400+4.8% |
| Admin fee / account holder | $757 | $11,571-93.5% | $10,010-92.4% | $11,426-93.4% |