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 | $65,754 | $96,305-31.7% | $80,569-18.4% | $139,434-52.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -6.09% | 1350.08%-1356.2pp | 935.43%-941.5pp | 372.94%-379.0pp |
| Employer contribution / active EE | $2,417 | $3,262-25.9% | $2,723-11.2% | $4,751-49.1% |
| Participant deferral / active EE | $2,889 | $5,232-44.8% | $4,447-35.0% | $6,710-56.9% |
| Admin fee / account holder | $836 | $6,599-87.3% | $5,377-84.5% | $11,403-92.7% |