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 | $68,514 | $180,449-62.0% | $154,107-55.5% | $135,375-49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -75.73% | 888.09%-963.8pp | 735.12%-810.8pp | 519.73%-595.5pp |
| Employer contribution / active EE | $6,825 | $6,035+13.1% | $5,298+28.8% | $4,779+42.8% |
| Participant deferral / active EE | $5,150 | $5,806-11.3% | $5,081+1.4% | $5,609-8.2% |
| Admin fee / account holder | $1,581 | $16,143-90.2% | $13,411-88.2% | $10,827-85.4% |