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 | $62,636 | $121,625-48.5% | $104,607-40.1% | $158,922-60.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -2.47% | 465.26%-467.7pp | 340.46%-342.9pp | 302.83%-305.3pp |
| Employer contribution / active EE | $1,672 | $3,163-47.1% | $2,681-37.6% | $4,761-64.9% |
| Participant deferral / active EE | $7,471 | $4,177+78.8% | $3,740+99.8% | $5,982+24.9% |
| Admin fee / account holder | $224,230 | $7,787+2779.7% | $6,473+3364.0% | $11,246+1893.9% |