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 | $42,442 | $176,056-75.9% | $159,436-73.4% | $167,490-74.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -17.96% | 331.75%-349.7pp | 263.57%-281.5pp | 478.56%-496.5pp |
| Employer contribution / active EE | $1,582 | $5,297-70.1% | $4,829-67.2% | $4,837-67.3% |
| Participant deferral / active EE | $3,678 | $7,750-52.5% | $7,352-50.0% | $6,341-42.0% |
| Admin fee / account holder | $5,770 | $12,554-54.0% | $10,799-46.6% | $12,309-53.1% |