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 | $41,618 | $84,695-50.9% | $73,843-43.6% | $125,391-66.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.82% | 3123.53%-3128.3pp | 2267.84%-2272.7pp | 282.22%-287.0pp |
| Employer contribution / active EE | $6,104 | $3,123+95.4% | $2,787+119.0% | $4,866+25.4% |
| Participant deferral / active EE | $5,441 | $3,992+36.3% | $3,583+51.8% | $5,352+1.7% |
| Admin fee / account holder | $2,261 | $5,691-60.3% | $4,880-53.7% | $9,540-76.3% |