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 | $32,744 | $176,056-81.4% | $159,436-79.5% | $167,490-80.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -2.94% | 331.75%-334.7pp | 263.57%-266.5pp | 478.56%-481.5pp |
| Employer contribution / active EE | $3,403 | $5,297-35.8% | $4,829-29.5% | $4,837-29.7% |
| Participant deferral / active EE | $8,667 | $7,750+11.8% | $7,352+17.9% | $6,341+36.7% |
| Admin fee / account holder | $2,981 | $12,554-76.3% | $10,799-72.4% | $12,309-75.8% |