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 5-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 | $16,003 | $190,805-91.6% | $159,960-90.0% | $134,475-88.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.69% | 552.23%-575.9pp | 408.60%-432.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,583 | $4,995-48.3% | $4,226-38.9% | $4,740-45.5% |
| Participant deferral / active EE | $7,224 | $6,923+4.4% | $6,182+16.9% | $6,400+12.9% |
| Admin fee / account holder | $1,068 | $10,471-89.8% | $8,698-87.7% | $11,426-90.7% |