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 8-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 | $22,301 | $99,640-77.6% | $86,436-74.2% | $134,475-83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.26% | 6782.58%-6803.8pp | 4394.89%-4416.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,567 | $4,400+3.8% | $3,769+21.2% | $4,740-3.6% |
| Participant deferral / active EE | $7,685 | $7,246+6.0% | $6,952+10.5% | $6,400+20.1% |
| Admin fee / account holder | $1,890 | $8,371-77.4% | $6,731-71.9% | $11,426-83.5% |