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 | $63,788 | $169,032-62.3% | $129,207-50.6% | $145,922-56.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -42.81% | 14330.11%-14372.9pp | 9417.33%-9460.1pp | 561.29%-604.1pp |
| Employer contribution / active EE | $2,755 | $5,537-50.2% | $4,153-33.7% | $4,660-40.9% |
| Participant deferral / active EE | $7,667 | $4,987+53.7% | $4,168+84.0% | $6,688+14.6% |
| Admin fee / account holder | $687 | $9,954-93.1% | $7,715-91.1% | $13,397-94.9% |