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 | $17,114 | $138,044-87.6% | $125,339-86.3% | $134,475-87.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.19% | 750.33%-776.5pp | 572.05%-598.2pp | 417.96%-444.2pp |
| Employer contribution / active EE | $3,408 | $5,243-35.0% | $4,814-29.2% | $4,740-28.1% |
| Participant deferral / active EE | $10,357 | $7,799+32.8% | $7,446+39.1% | $6,400+61.8% |
| Admin fee / account holder | $1,192 | $11,571-89.7% | $10,010-88.1% | $11,426-89.6% |