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 | $24,575 | $138,065-82.2% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.80% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,922 | $5,151-43.3% | $4,628-36.9% | $4,779-38.9% |
| Participant deferral / active EE | $6,676 | $6,799-1.8% | $6,426+3.9% | $5,609+19.0% |
| Admin fee / account holder | $1,150 | $10,916-89.5% | $9,284-87.6% | $10,827-89.4% |