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 | $29,035 | $190,805-84.8% | $159,960-81.8% | $134,475-78.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.34% | 552.23%-577.6pp | 408.60%-433.9pp | 417.96%-443.3pp |
| Employer contribution / active EE | $4,460 | $4,995-10.7% | $4,226+5.5% | $4,740-5.9% |
| Participant deferral / active EE | $14,251 | $6,923+105.8% | $6,182+130.5% | $6,400+122.7% |
| Admin fee / account holder | $409 | $10,471-96.1% | $8,698-95.3% | $11,426-96.4% |