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 4-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 | $6,433 | $70,606-90.9% | $53,898-88.1% | $142,382-95.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -10.54% | 619.81%-630.4pp | 528.60%-539.1pp | 217.08%-227.6pp |
| Employer contribution / active EE | $846 | $1,202-29.6% | $932-9.2% | $4,299-80.3% |
| Participant deferral / active EE | $1,692 | $2,364-28.4% | $1,826-7.4% | $6,507-74.0% |
| Admin fee / account holder | $1,731 | $2,852-39.3% | $2,491-30.5% | $12,624-86.3% |