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 | $102,484 | $149,040-31.2% | $120,225-14.8% | $137,256-25.3% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | -6.40% | 605.68%-612.1pp | 439.23%-445.6pp | 220.34%-226.7pp |
| Employer contribution / active EE | $982 | $4,350-77.4% | $3,475-71.7% | $4,156-76.4% |
| Participant deferral / active EE | $11,315 | $4,655+143.1% | $3,999+183.0% | $6,407+76.6% |
| Admin fee / account holder | $21,085 | $6,348+232.2% | $5,696+270.1% | $12,270+71.8% |