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 | $63,372 | $106,543-40.5% | $91,220-30.5% | $134,475-52.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.44% | 160.60%-189.0pp | 114.01%-142.4pp | 417.96%-446.4pp |
| Employer contribution / active EE | $6,382 | $3,331+91.6% | $2,850+123.9% | $4,740+34.7% |
| Participant deferral / active EE | $11,317 | $4,719+139.8% | $4,234+167.3% | $6,400+76.8% |
| Admin fee / account holder | $6,945 | $6,231+11.5% | $5,420+28.2% | $11,426-39.2% |