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 6-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 | $32,188 | $106,543-69.8% | $91,220-64.7% | $134,475-76.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -30.39% | 160.60%-191.0pp | 114.01%-144.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $5,458 | $3,331+63.9% | $2,850+91.5% | $4,740+15.2% |
| Participant deferral / active EE | $8,842 | $4,719+87.4% | $4,234+108.9% | $6,400+38.2% |
| Admin fee / account holder | $1,611 | $6,231-74.1% | $5,420-70.3% | $11,426-85.9% |