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 8-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 | $17,326 | $90,600-80.9% | $79,464-78.2% | $135,375-87.2% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -12.95% | 977.43%-990.4pp | 718.14%-731.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $1,350 | $3,068-56.0% | $2,800-51.8% | $4,779-71.8% |
| Participant deferral / active EE | $4,645 | $4,050+14.7% | $3,704+25.4% | $5,609-17.2% |
| Admin fee / account holder | $16,067 | $5,907+172.0% | $5,113+214.2% | $10,827+48.4% |