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 8-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 | $40,168 | $92,703-56.7% | $82,719-51.4% | $134,475-70.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.18% | 944.92%-968.1pp | 701.18%-724.4pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,096 | $3,274-36.0% | $3,009-30.3% | $4,740-55.8% |
| Participant deferral / active EE | $5,260 | $4,802+9.5% | $4,395+19.7% | $6,400-17.8% |
| Admin fee / account holder | $778 | $5,983-87.0% | $5,329-85.4% | $11,426-93.2% |