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 | $20,876 | $97,757-78.6% | $83,848-75.1% | $135,375-84.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -10.20% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,493 | $4,222-40.9% | $3,631-31.3% | $4,779-47.8% |
| Participant deferral / active EE | $8,311 | $4,682+77.5% | $4,082+103.6% | $5,609+48.2% |
| Admin fee / account holder | $1,632 | $6,674-75.6% | $5,478-70.2% | $10,827-84.9% |