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 6-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 | $232,068 | $176,056+31.8% | $159,436+45.6% | $167,490+38.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -13.24% | 331.75%-345.0pp | 263.57%-276.8pp | 478.56%-491.8pp |
| Employer contribution / active EE | $3,125 | $5,297-41.0% | $4,829-35.3% | $4,837-35.4% |
| Participant deferral / active EE | $13,800 | $7,750+78.1% | $7,352+87.7% | $6,341+117.6% |
| Admin fee / account holder | $4,970 | $12,554-60.4% | $10,799-54.0% | $12,309-59.6% |