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 | $52,094 | $92,703-43.8% | $82,719-37.0% | $134,475-61.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.51% | 944.92%-967.4pp | 701.18%-723.7pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,745 | $3,274-46.7% | $3,009-42.0% | $4,740-63.2% |
| Participant deferral / active EE | $2,951 | $4,802-38.5% | $4,395-32.9% | $6,400-53.9% |
| Admin fee / account holder | $18,059 | $5,983+201.9% | $5,329+238.9% | $11,426+58.0% |