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 5-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 | $21,672 | $190,805-88.6% | $159,960-86.5% | $134,475-83.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.78% | 552.23%-574.0pp | 408.60%-430.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $831 | $4,995-83.4% | $4,226-80.3% | $4,740-82.5% |
| Participant deferral / active EE | $6,350 | $6,923-8.3% | $6,182+2.7% | $6,400-0.8% |
| Admin fee / account holder | $352 | $10,471-96.6% | $8,698-95.9% | $11,426-96.9% |