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 | $44,115 | $84,695-47.9% | $73,843-40.3% | $125,391-64.8% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -3.90% | 3123.53%-3127.4pp | 2267.84%-2271.7pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,604 | $3,123-48.6% | $2,787-42.5% | $4,866-67.0% |
| Participant deferral / active EE | $4,869 | $3,992+22.0% | $3,583+35.9% | $5,352-9.0% |
| Admin fee / account holder | $330 | $5,691-94.2% | $4,880-93.2% | $9,540-96.5% |