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 10-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 | $40,363 | $84,402-52.2% | $61,373-34.2% | $134,475-70.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.03% | 584.55%-606.6pp | 338.61%-360.6pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,278 | $1,544+112.2% | $1,159+182.7% | $4,740-30.8% |
| Participant deferral / active EE | $3,072 | $2,819+9.0% | $2,125+44.6% | $6,400-52.0% |
| Admin fee / account holder | $594 | $2,585-77.0% | $2,130-72.1% | $11,426-94.8% |