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 | $43,443 | $90,600-52.0% | $79,464-45.3% | $135,375-67.9% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -15.29% | 977.43%-992.7pp | 718.14%-733.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $5,002 | $3,068+63.0% | $2,800+78.6% | $4,779+4.7% |
| Participant deferral / active EE | $9,475 | $4,050+133.9% | $3,704+155.8% | $5,609+68.9% |
| Admin fee / account holder | $706 | $5,907-88.0% | $5,113-86.2% | $10,827-93.5% |