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 9-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 | $72,509 | $172,478-58.0% | $145,661-50.2% | $142,382-49.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | -3.88% | 151.09%-155.0pp | 101.46%-105.3pp | 217.08%-221.0pp |
| Employer contribution / active EE | $3,000 | $4,899-38.8% | $4,238-29.2% | $4,299-30.2% |
| Participant deferral / active EE | $8,700 | $8,348+4.2% | $7,198+20.9% | $6,507+33.7% |
| Admin fee / account holder | $303 | $16,864-98.2% | $12,466-97.6% | $12,624-97.6% |