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 8-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 | $22,407 | $105,998-78.9% | $92,233-75.7% | $147,584-84.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -19.79% | 50.05%-69.8pp | 176.28%-196.1pp | 578.55%-598.3pp |
| Employer contribution / active EE | $1,081 | $4,333-75.0% | $3,679-70.6% | $4,876-77.8% |
| Participant deferral / active EE | $1,546 | $4,478-65.5% | $3,897-60.3% | $5,439-71.6% |
| Admin fee / account holder | $4,933 | $6,332-22.1% | $5,194-5.0% | $10,885-54.7% |