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 8-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 | $45,393 | $99,640-54.4% | $86,436-47.5% | $134,475-66.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.19% | 6782.58%-6806.8pp | 4394.89%-4419.1pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,362 | $4,400-0.9% | $3,769+15.7% | $4,740-8.0% |
| Participant deferral / active EE | $12,121 | $7,246+67.3% | $6,952+74.4% | $6,400+89.4% |
| Admin fee / account holder | $5,961 | $8,371-28.8% | $6,731-11.4% | $11,426-47.8% |