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 6-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 | $22,053 | $176,056-87.5% | $159,436-86.2% | $167,490-86.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -3.31% | 331.75%-335.1pp | 263.57%-266.9pp | 478.56%-481.9pp |
| Employer contribution / active EE | $5,703 | $5,297+7.7% | $4,829+18.1% | $4,837+17.9% |
| Participant deferral / active EE | $10,571 | $7,750+36.4% | $7,352+43.8% | $6,341+66.7% |
| Admin fee / account holder | $850 | $12,554-93.2% | $10,799-92.1% | $12,309-93.1% |