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 | $20,305 | $114,381-82.2% | $107,525-81.1% | $142,382-85.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -7.29% | 242.71%-250.0pp | 181.32%-188.6pp | 217.08%-224.4pp |
| Employer contribution / active EE | $2,696 | $4,015-32.8% | $3,754-28.2% | $4,299-37.3% |
| Participant deferral / active EE | $2,084 | $5,564-62.5% | $5,116-59.3% | $6,507-68.0% |
| Admin fee / account holder | $66,138 | $9,860+570.8% | $8,919+641.6% | $12,624+423.9% |