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 | $53,620 | $114,047-53.0% | $96,139-44.2% | $167,490-68.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -3.93% | 189.88%-193.8pp | 191.94%-195.9pp | 478.56%-482.5pp |
| Employer contribution / active EE | $3,584 | $3,427+4.6% | $2,797+28.1% | $4,837-25.9% |
| Participant deferral / active EE | $4,127 | $5,194-20.5% | $4,349-5.1% | $6,341-34.9% |
| Admin fee / account holder | $3,469 | $6,897-49.7% | $5,537-37.3% | $12,309-71.8% |