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 | $60,561 | $90,600-33.2% | $79,464-23.8% | $135,375-55.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -32.70% | 977.43%-1010.1pp | 718.14%-750.8pp | 519.73%-552.4pp |
| Employer contribution / active EE | $10,404 | $3,068+239.1% | $2,800+271.5% | $4,779+117.7% |
| Participant deferral / active EE | $11,658 | $4,050+187.8% | $3,704+214.8% | $5,609+107.9% |
| Admin fee / account holder | $20,039 | $5,907+239.2% | $5,113+291.9% | $10,827+85.1% |