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 | $44,908 | $160,055-71.9% | $140,016-67.9% | $135,375-66.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.69% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,520 | $6,420-76.3% | $5,606-72.9% | $4,779-68.2% |
| Participant deferral / active EE | $3,950 | $7,642-48.3% | $6,927-43.0% | $5,609-29.6% |
| Admin fee / account holder | $826 | $13,328-93.8% | $10,705-92.3% | $10,827-92.4% |