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 | $33,802 | $138,044-75.5% | $125,339-73.0% | $134,475-74.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.79% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,275 | $5,243-56.6% | $4,814-52.7% | $4,740-52.0% |
| Participant deferral / active EE | $15,475 | $7,799+98.4% | $7,446+107.8% | $6,400+141.8% |
| Admin fee / account holder | $9,030 | $11,571-22.0% | $10,010-9.8% | $11,426-21.0% |