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 7-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 | $51,736 | $180,449-71.3% | $154,107-66.4% | $135,375-61.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -13.20% | 888.09%-901.3pp | 735.12%-748.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $16,747 | $6,035+177.5% | $5,298+216.1% | $4,779+250.5% |
| Participant deferral / active EE | $8,677 | $5,806+49.5% | $5,081+70.8% | $5,609+54.7% |
| Admin fee / account holder | $1,822 | $16,143-88.7% | $13,411-86.4% | $10,827-83.2% |