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 4-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 | $23,596 | $138,044-82.9% | $125,339-81.2% | $134,475-82.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -41.38% | 750.33%-791.7pp | 572.05%-613.4pp | 417.96%-459.3pp |
| Employer contribution / active EE | $7,057 | $5,243+34.6% | $4,814+46.6% | $4,740+48.9% |
| Participant deferral / active EE | $24,988 | $7,799+220.4% | $7,446+235.6% | $6,400+290.5% |
| Admin fee / account holder | $12,976 | $11,571+12.1% | $10,010+29.6% | $11,426+13.6% |