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 9-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 | $62,343 | $135,635-54.0% | $110,238-43.4% | $135,375-53.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.66% | 513.19%-523.8pp | 314.74%-325.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,911 | $4,906-20.3% | $3,826+2.2% | $4,779-18.2% |
| Participant deferral / active EE | $7,355 | $5,506+33.6% | $4,672+57.4% | $5,609+31.1% |
| Admin fee / account holder | $833 | $11,457-92.7% | $8,547-90.3% | $10,827-92.3% |