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 | $44,617 | $92,703-51.9% | $82,719-46.1% | $134,475-66.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -64.70% | 944.92%-1009.6pp | 701.18%-765.9pp | 417.96%-482.7pp |
| Employer contribution / active EE | $4,558 | $3,274+39.2% | $3,009+51.5% | $4,740-3.8% |
| Participant deferral / active EE | $6,882 | $4,802+43.3% | $4,395+56.6% | $6,400+7.5% |
| Admin fee / account holder | $3,621 | $5,983-39.5% | $5,329-32.0% | $11,426-68.3% |