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 | $16,090 | $138,044-88.3% | $125,339-87.2% | $134,475-88.0% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -25.56% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,169 | $5,243-58.6% | $4,814-54.9% | $4,740-54.2% |
| Participant deferral / active EE | $5,011 | $7,799-35.7% | $7,446-32.7% | $6,400-21.7% |
| Admin fee / account holder | $999 | $11,571-91.4% | $10,010-90.0% | $11,426-91.3% |