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 | $81,181 | $92,703-12.4% | $82,719-1.9% | $134,475-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -31.07% | 944.92%-976.0pp | 701.18%-732.2pp | 417.96%-449.0pp |
| Employer contribution / active EE | $2,993 | $3,274-8.6% | $3,009-0.5% | $4,740-36.9% |
| Participant deferral / active EE | $6,163 | $4,802+28.3% | $4,395+40.2% | $6,400-3.7% |
| Admin fee / account holder | $311 | $5,983-94.8% | $5,329-94.2% | $11,426-97.3% |