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 | $45,519 | $92,703-50.9% | $82,719-45.0% | $134,475-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.19% | 944.92%-969.1pp | 701.18%-725.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,806 | $3,274-44.8% | $3,009-40.0% | $4,740-61.9% |
| Participant deferral / active EE | $8,759 | $4,802+82.4% | $4,395+99.3% | $6,400+36.9% |
| Admin fee / account holder | $1,218 | $5,983-79.6% | $5,329-77.1% | $11,426-89.3% |