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 9-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 | $75,535 | $92,703-18.5% | $82,719-8.7% | $134,475-43.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.87% | 944.92%-971.8pp | 701.18%-728.1pp | 417.96%-444.8pp |
| Employer contribution / active EE | $13,976 | $3,274+326.9% | $3,009+364.5% | $4,740+194.9% |
| Participant deferral / active EE | $9,930 | $4,802+106.8% | $4,395+125.9% | $6,400+55.2% |
| Admin fee / account holder | $31,231 | $5,983+422.0% | $5,329+486.1% | $11,426+173.3% |