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 6-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 | $32,531 | $190,805-83.0% | $159,960-79.7% | $134,475-75.8% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -26.12% | 552.23%-578.4pp | 408.60%-434.7pp | 417.96%-444.1pp |
| Employer contribution / active EE | $4,882 | $4,995-2.3% | $4,226+15.5% | $4,740+3.0% |
| Participant deferral / active EE | $6,356 | $6,923-8.2% | $6,182+2.8% | $6,400-0.7% |
| Admin fee / account holder | $592 | $10,471-94.4% | $8,698-93.2% | $11,426-94.8% |