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 | $117,172 | $209,411-44.0% | $178,490-34.4% | $158,922-26.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.17% | 188.75%-199.9pp | 151.07%-162.2pp | 302.83%-314.0pp |
| Employer contribution / active EE | $2,520 | $5,706-55.8% | $5,011-49.7% | $4,761-47.1% |
| Participant deferral / active EE | $3,003 | $5,954-49.6% | $5,202-42.3% | $5,982-49.8% |
| Admin fee / account holder | $50,130 | $17,074+193.6% | $13,984+258.5% | $11,246+345.8% |