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 | $53,209 | $202,318-73.7% | $172,739-69.2% | $152,861-65.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -10.61% | 1029.65%-1040.3pp | 802.84%-813.4pp | 345.32%-355.9pp |
| Employer contribution / active EE | $3,353 | $5,856-42.7% | $5,143-34.8% | $4,762-29.6% |
| Participant deferral / active EE | $3,948 | $5,948-33.6% | $5,198-24.0% | $5,850-32.5% |
| Admin fee / account holder | $795 | $17,109-95.4% | $13,954-94.3% | $11,596-93.1% |