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 | $49,809 | $138,044-63.9% | $125,339-60.3% | $134,475-63.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.27% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,038 | $5,243-42.1% | $4,814-36.9% | $4,740-35.9% |
| Participant deferral / active EE | $53,438 | $7,799+585.2% | $7,446+617.6% | $6,400+735.0% |
| Admin fee / account holder | $522 | $11,571-95.5% | $10,010-94.8% | $11,426-95.4% |