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 9-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 | $26,519 | $84,695-68.7% | $73,843-64.1% | $125,391-78.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.88% | 3123.53%-3129.4pp | 2267.84%-2273.7pp | 282.22%-288.1pp |
| Employer contribution / active EE | $3,540 | $3,123+13.4% | $2,787+27.0% | $4,866-27.2% |
| Participant deferral / active EE | $15,240 | $3,992+281.7% | $3,583+325.3% | $5,352+184.8% |
| Admin fee / account holder | $5,929 | $5,691+4.2% | $4,880+21.5% | $9,540-37.9% |