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 | $52,379 | $190,805-72.5% | $159,960-67.3% | $134,475-61.0% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -21.95% | 552.23%-574.2pp | 408.60%-430.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,538 | $4,995-49.2% | $4,226-39.9% | $4,740-46.5% |
| Participant deferral / active EE | $7,219 | $6,923+4.3% | $6,182+16.8% | $6,400+12.8% |
| Admin fee / account holder | $2,347 | $10,471-77.6% | $8,698-73.0% | $11,426-79.5% |