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 9-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 | $28,449 | $176,056-83.8% | $159,436-82.2% | $167,490-83.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.49% | 331.75%-332.2pp | 263.57%-264.1pp | 478.56%-479.0pp |
| Employer contribution / active EE | $1,220 | $5,297-77.0% | $4,829-74.7% | $4,837-74.8% |
| Participant deferral / active EE | $4,130 | $7,750-46.7% | $7,352-43.8% | $6,341-34.9% |
| Admin fee / account holder | $2,302 | $12,554-81.7% | $10,799-78.7% | $12,309-81.3% |