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 | $63,990 | $92,703-31.0% | $82,719-22.6% | $134,475-52.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.19% | 944.92%-968.1pp | 701.18%-724.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $3,725 | $3,274+13.8% | $3,009+23.8% | $4,740-21.4% |
| Participant deferral / active EE | $8,373 | $4,802+74.4% | $4,395+90.5% | $6,400+30.8% |
| Admin fee / account holder | $876 | $5,983-85.4% | $5,329-83.6% | $11,426-92.3% |