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 9-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 | $56,331 | $92,703-39.2% | $82,719-31.9% | $134,475-58.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.60% | 944.92%-966.5pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $4,011 | $3,274+22.5% | $3,009+33.3% | $4,740-15.4% |
| Participant deferral / active EE | $6,300 | $4,802+31.2% | $4,395+43.3% | $6,400-1.6% |
| Admin fee / account holder | $4,670 | $5,983-21.9% | $5,329-12.4% | $11,426-59.1% |