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 | $39,033 | $86,699-55.0% | $73,307-46.8% | $125,391-68.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -58.68% | 2.78%-61.5pp | 5.67%-64.3pp | 282.22%-340.9pp |
| Employer contribution / active EE | $9,077 | $4,152+118.6% | $3,237+180.4% | $4,866+86.5% |
| Participant deferral / active EE | $19,691 | $5,550+254.8% | $4,991+294.5% | $5,352+268.0% |
| Admin fee / account holder | $4,752 | $7,771-38.9% | $5,637-15.7% | $9,540-50.2% |