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 | $22,222 | $190,805-88.4% | $159,960-86.1% | $134,475-83.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.24% | 552.23%-573.5pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,444 | $4,995-51.1% | $4,226-42.2% | $4,740-48.4% |
| Participant deferral / active EE | $4,148 | $6,923-40.1% | $6,182-32.9% | $6,400-35.2% |
| Admin fee / account holder | $377 | $10,471-96.4% | $8,698-95.7% | $11,426-96.7% |