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 | $41,575 | $165,584-74.9% | $142,942-70.9% | $137,256-69.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | -25.25% | 164.22%-189.5pp | 113.70%-138.9pp | 220.34%-245.6pp |
| Employer contribution / active EE | $5,060 | $4,725+7.1% | $4,139+22.2% | $4,156+21.7% |
| Participant deferral / active EE | $11,253 | $8,194+37.3% | $7,128+57.9% | $6,407+75.6% |
| Admin fee / account holder | $343 | $16,167-97.9% | $12,475-97.2% | $12,270-97.2% |