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 6-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 | $31,745 | $190,805-83.4% | $159,960-80.2% | $134,475-76.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.70% | 552.23%-575.9pp | 408.60%-432.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,773 | $4,995-64.5% | $4,226-58.0% | $4,740-62.6% |
| Participant deferral / active EE | $10,120 | $6,923+46.2% | $6,182+63.7% | $6,400+58.1% |
| Admin fee / account holder | $416 | $10,471-96.0% | $8,698-95.2% | $11,426-96.4% |