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 | $50,825 | $90,600-43.9% | $79,464-36.0% | $135,375-62.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.44% | 977.43%-989.9pp | 718.14%-730.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $3,773 | $3,068+23.0% | $2,800+34.7% | $4,779-21.0% |
| Participant deferral / active EE | $6,278 | $4,050+55.0% | $3,704+69.5% | $5,609+11.9% |
| Admin fee / account holder | $828 | $5,907-86.0% | $5,113-83.8% | $10,827-92.4% |