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 | $48,545 | $76,738-36.7% | $56,411-13.9% | $145,922-66.7% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | -6.20% | 2994.23%-3000.4pp | 1701.33%-1707.5pp | 561.29%-567.5pp |
| Employer contribution / active EE | $1,594 | $1,380+15.5% | $1,039+53.5% | $4,660-65.8% |
| Participant deferral / active EE | $4,380 | $2,623+67.0% | $1,952+124.4% | $6,688-34.5% |
| Admin fee / account holder | $39,678 | $3,334+1090.2% | $2,829+1302.7% | $13,397+196.2% |