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 | $53,138 | $84,695-37.3% | $73,843-28.0% | $125,391-57.6% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -9.96% | 3123.53%-3133.5pp | 2267.84%-2277.8pp | 282.22%-292.2pp |
| Employer contribution / active EE | $3,400 | $3,123+8.9% | $2,787+22.0% | $4,866-30.1% |
| Participant deferral / active EE | $7,750 | $3,992+94.1% | $3,583+116.3% | $5,352+44.8% |
| Admin fee / account holder | $3,380 | $5,691-40.6% | $4,880-30.8% | $9,540-64.6% |