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 | $100,141 | $114,381-12.4% | $107,525-6.9% | $142,382-29.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -32.17% | 242.71%-274.9pp | 181.32%-213.5pp | 217.08%-249.2pp |
| Employer contribution / active EE | $4,001 | $4,015-0.3% | $3,754+6.6% | $4,299-6.9% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,144 | $9,860-88.4% | $8,919-87.2% | $12,624-90.9% |