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 | $16,346 | $190,805-91.4% | $159,960-89.8% | $134,475-87.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.19% | 552.23%-574.4pp | 408.60%-430.8pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,654 | $4,995-26.9% | $4,226-13.5% | $4,740-22.9% |
| Participant deferral / active EE | $6,215 | $6,923-10.2% | $6,182+0.5% | $6,400-2.9% |
| Admin fee / account holder | $8,838 | $10,471-15.6% | $8,698+1.6% | $11,426-22.6% |