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 | $28,421 | $210,648-86.5% | $177,989-84.0% | $145,922-80.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -15.71% | 385.86%-401.6pp | 294.48%-310.2pp | 561.29%-577.0pp |
| Employer contribution / active EE | $1,349 | $4,565-70.4% | $3,949-65.8% | $4,660-71.1% |
| Participant deferral / active EE | $1,735 | $6,958-75.1% | $6,276-72.4% | $6,688-74.1% |
| Admin fee / account holder | $15,019 | $12,013+25.0% | $10,363+44.9% | $13,397+12.1% |