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 | $32,139 | $76,000-57.7% | $154,107-79.1% | $64,186-49.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -53.58% | 30.32%-83.9pp | 735.12%-788.7pp | 7.63%-61.2pp |
| Employer contribution / active EE | $4,557 | $3,351+36.0% | $5,298-14.0% | $2,381+91.4% |
| Participant deferral / active EE | $2,927 | $3,175-7.8% | $5,081-42.4% | $3,470-15.6% |
| Admin fee / account holder | $1,941 | $5,596-65.3% | $13,411-85.5% | $4,888-60.3% |