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 | $46,555 | $104,106-55.3% | $71,086-34.5% | $135,375-65.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.46% | 1256.30%-1269.8pp | 650.59%-664.0pp | 519.73%-533.2pp |
| Employer contribution / active EE | $4,195 | $1,485+182.5% | $1,088+285.6% | $4,779-12.2% |
| Participant deferral / active EE | $15,458 | $2,527+511.7% | $1,874+724.8% | $5,609+175.6% |
| Admin fee / account holder | $3,501 | $4,142-15.5% | $3,082+13.6% | $10,827-67.7% |