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 6-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 | $24,474 | $176,056-86.1% | $159,436-84.6% | $167,490-85.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -36.08% | 331.75%-367.8pp | 263.57%-299.6pp | 478.56%-514.6pp |
| Employer contribution / active EE | $3,723 | $5,297-29.7% | $4,829-22.9% | $4,837-23.0% |
| Participant deferral / active EE | $15,616 | $7,750+101.5% | $7,352+112.4% | $6,341+146.3% |
| Admin fee / account holder | $6,658 | $12,554-47.0% | $10,799-38.3% | $12,309-45.9% |