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 | $30,685 | $138,044-77.8% | $125,339-75.5% | $134,475-77.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.66% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,077 | $5,243-79.5% | $4,814-77.6% | $4,740-77.3% |
| Participant deferral / active EE | $17,450 | $7,799+123.8% | $7,446+134.3% | $6,400+172.7% |
| Admin fee / account holder | $385 | $11,571-96.7% | $10,010-96.2% | $11,426-96.6% |