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 9-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 | $126,812 | $190,805-33.5% | $159,960-20.7% | $134,475-5.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.70% | 552.23%-572.9pp | 408.60%-429.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,452 | $4,995-30.9% | $4,226-18.3% | $4,740-27.2% |
| Participant deferral / active EE | $4,543 | $6,923-34.4% | $6,182-26.5% | $6,400-29.0% |
| Admin fee / account holder | $1,123 | $10,471-89.3% | $8,698-87.1% | $11,426-90.2% |