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 | $45,278 | $92,703-51.2% | $82,719-45.3% | $134,475-66.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.97% | 944.92%-967.9pp | 701.18%-724.2pp | 417.96%-440.9pp |
| Employer contribution / active EE | $7,752 | $3,274+136.8% | $3,009+157.6% | $4,740+63.6% |
| Participant deferral / active EE | $3,577 | $4,802-25.5% | $4,395-18.6% | $6,400-44.1% |
| Admin fee / account holder | $6,910 | $5,983+15.5% | $5,329+29.7% | $11,426-39.5% |