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 | $49,648 | $30,400+63.3% | $53,898-7.9% | $84,808-41.5% |
| Participation rate | 98.3% | 46.4%+51.8pp | 55.0%+43.3pp | 68.3%+30.0pp |
| Annual return | -13.52% | 500.19%-513.7pp | 528.60%-542.1pp | 40.90%-54.4pp |
| Employer contribution / active EE | $5,566 | $603+823.5% | $932+497.2% | $2,631+111.6% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,606 | $1,993+80.9% | $2,491+44.8% | $7,344-50.9% |