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 | $49,497 | $104,486-52.6% | $76,817-35.6% | $152,861-67.6% |
| Participation rate | 93.8% | 76.6%+17.2pp | 72.1%+21.7pp | 82.4%+11.3pp |
| Annual return | -5.01% | 1013.37%-1018.4pp | 1166.11%-1171.1pp | 345.32%-350.3pp |
| Employer contribution / active EE | $1,237 | $3,116-60.3% | $2,302-46.3% | $4,762-74.0% |
| Participant deferral / active EE | $3,168 | $4,236-25.2% | $3,336-5.0% | $5,850-45.8% |
| Admin fee / account holder | $2,698 | $12,275-78.0% | $6,420-58.0% | $11,596-76.7% |