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 10-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 | $54,739 | $138,044-60.3% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -24.21% | 750.33%-774.5pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $12,235 | $5,243+133.3% | $4,814+154.2% | $4,740+158.1% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,446+20.9% | $6,400+40.6% |
| Admin fee / account holder | $661 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |