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 | $22,488 | $202,432-88.9% | $169,368-86.7% | $139,434-83.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -55.04% | 531.74%-586.8pp | 405.60%-460.6pp | 372.94%-428.0pp |
| Employer contribution / active EE | $1,353 | $4,692-71.2% | $4,013-66.3% | $4,751-71.5% |
| Participant deferral / active EE | $1,550 | $6,938-77.7% | $6,221-75.1% | $6,710-76.9% |
| Admin fee / account holder | $28,880 | $10,708+169.7% | $9,003+220.8% | $11,403+153.3% |