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 | $41,045 | $176,056-76.7% | $159,436-74.3% | $167,490-75.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -6.34% | 331.75%-338.1pp | 263.57%-269.9pp | 478.56%-484.9pp |
| Employer contribution / active EE | $4,663 | $5,297-12.0% | $4,829-3.4% | $4,837-3.6% |
| Participant deferral / active EE | $8,855 | $7,750+14.3% | $7,352+20.4% | $6,341+39.6% |
| Admin fee / account holder | $397 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |