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 | $26,363 | $190,805-86.2% | $159,960-83.5% | $134,475-80.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.83% | 552.23%-583.1pp | 408.60%-439.4pp | 417.96%-448.8pp |
| Employer contribution / active EE | $2,706 | $4,995-45.8% | $4,226-36.0% | $4,740-42.9% |
| Participant deferral / active EE | $4,146 | $6,923-40.1% | $6,182-32.9% | $6,400-35.2% |
| Admin fee / account holder | $1,156 | $10,471-89.0% | $8,698-86.7% | $11,426-89.9% |