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 7-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 | $17,096 | $190,805-91.0% | $159,960-89.3% | $134,475-87.3% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -21.21% | 552.23%-573.4pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,211 | $4,995-75.8% | $4,226-71.3% | $4,740-74.4% |
| Participant deferral / active EE | $2,148 | $6,923-69.0% | $6,182-65.3% | $6,400-66.4% |
| Admin fee / account holder | $1,030 | $10,471-90.2% | $8,698-88.2% | $11,426-91.0% |