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 5-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 | $18,864 | $202,432-90.7% | $169,368-88.9% | $139,434-86.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -12.08% | 531.74%-543.8pp | 405.60%-417.7pp | 372.94%-385.0pp |
| Employer contribution / active EE | $1,551 | $4,692-67.0% | $4,013-61.4% | $4,751-67.4% |
| Participant deferral / active EE | $4,420 | $6,938-36.3% | $6,221-29.0% | $6,710-34.1% |
| Admin fee / account holder | $10,402 | $10,708-2.9% | $9,003+15.5% | $11,403-8.8% |