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 | $45,741 | $159,901-71.4% | $146,958-68.9% | $145,922-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -6.14% | 98.13%-104.3pp | 418.34%-424.5pp | 561.29%-567.4pp |
| Employer contribution / active EE | $3,927 | $5,286-25.7% | $4,933-20.4% | $4,660-15.7% |
| Participant deferral / active EE | $5,264 | $8,428-37.5% | $8,070-34.8% | $6,688-21.3% |
| Admin fee / account holder | $4,878 | $15,044-67.6% | $12,998-62.5% | $13,397-63.6% |