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 8-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 | $43,493 | $202,318-78.5% | $172,739-74.8% | $152,861-71.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -75.41% | 1029.65%-1105.1pp | 802.84%-878.3pp | 345.32%-420.7pp |
| Employer contribution / active EE | $4,750 | $5,856-18.9% | $5,143-7.6% | $4,762-0.3% |
| Participant deferral / active EE | $4,432 | $5,948-25.5% | $5,198-14.7% | $5,850-24.2% |
| Admin fee / account holder | $2,045 | $17,109-88.0% | $13,954-85.3% | $11,596-82.4% |