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 | $46,608 | $209,411-77.7% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | -5.80% | 188.75%-194.6pp | 151.07%-156.9pp | 302.83%-308.6pp |
| Employer contribution / active EE | $2,395 | $5,706-58.0% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $6,999 | $5,954+17.5% | $5,202+34.6% | $5,982+17.0% |
| Admin fee / account holder | $67,940 | $17,074+297.9% | $13,984+385.8% | $11,246+504.1% |