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 | $47,796 | $190,805-75.0% | $159,960-70.1% | $134,475-64.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.96% | 552.23%-578.2pp | 408.60%-434.6pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,314 | $4,995-53.7% | $4,226-45.2% | $4,740-51.2% |
| Participant deferral / active EE | $1,995 | $6,923-71.2% | $6,182-67.7% | $6,400-68.8% |
| Admin fee / account holder | $18,211 | $10,471+73.9% | $8,698+109.4% | $11,426+59.4% |