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 7-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 | $53,337 | $126,574-57.9% | $106,213-49.8% | $145,922-63.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -39.60% | 224.79%-264.4pp | 116.14%-155.7pp | 561.29%-600.9pp |
| Employer contribution / active EE | $960 | $3,730-74.3% | $3,171-69.7% | $4,660-79.4% |
| Participant deferral / active EE | $3,600 | $5,724-37.1% | $5,016-28.2% | $6,688-46.2% |
| Admin fee / account holder | $38,330 | $17,304+121.5% | $11,033+247.4% | $13,397+186.1% |