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 | $63,195 | $105,998-40.4% | $92,233-31.5% | $147,584-57.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -7.91% | 50.05%-58.0pp | 176.28%-184.2pp | 578.55%-586.5pp |
| Employer contribution / active EE | $3,300 | $4,333-23.8% | $3,679-10.3% | $4,876-32.3% |
| Participant deferral / active EE | $19,144 | $4,478+327.5% | $3,897+391.3% | $5,439+252.0% |
| Admin fee / account holder | $6,766 | $6,332+6.8% | $5,194+30.3% | $10,885-37.8% |