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 | $36,534 | $99,079-63.1% | $77,999-53.2% | $273,961-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -4.86% | 217.93%-222.8pp | 425.96%-430.8pp | 41.45%-46.3pp |
| Employer contribution / active EE | $5,950 | $3,308+79.9% | $2,470+140.9% | $4,869+22.2% |
| Participant deferral / active EE | $2,677 | $4,306-37.8% | $3,497-23.5% | $5,287-49.4% |
| Admin fee / account holder | $10,879 | $8,954+21.5% | $5,480+98.5% | $10,132+7.4% |