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 | $145,010 | $190,805-24.0% | $159,960-9.3% | $134,475+7.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.38% | 552.23%-577.6pp | 408.60%-434.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,185 | $4,995-56.3% | $4,226-48.3% | $4,740-53.9% |
| Participant deferral / active EE | $18,125 | $6,923+161.8% | $6,182+193.2% | $6,400+183.2% |
| Admin fee / account holder | $7,720 | $10,471-26.3% | $8,698-11.2% | $11,426-32.4% |