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 6-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 | $51,228 | $92,703-44.7% | $82,719-38.1% | $134,475-61.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.02% | 944.92%-971.9pp | 701.18%-728.2pp | 417.96%-445.0pp |
| Employer contribution / active EE | $10,327 | $3,274+215.4% | $3,009+243.2% | $4,740+117.9% |
| Participant deferral / active EE | $15,400 | $4,802+220.7% | $4,395+250.4% | $6,400+140.6% |
| Admin fee / account holder | $516 | $5,983-91.4% | $5,329-90.3% | $11,426-95.5% |