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 | $43,386 | $190,805-77.3% | $159,960-72.9% | $134,475-67.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.85% | 552.23%-574.1pp | 408.60%-430.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $7,446 | $4,995+49.1% | $4,226+76.2% | $4,740+57.1% |
| Participant deferral / active EE | $9,856 | $6,923+42.4% | $6,182+59.4% | $6,400+54.0% |
| Admin fee / account holder | $12,959 | $10,471+23.8% | $8,698+49.0% | $11,426+13.4% |