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 7-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 | $23,341 | $92,703-74.8% | $82,719-71.8% | $134,475-82.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -31.31% | 944.92%-976.2pp | 701.18%-732.5pp | 417.96%-449.3pp |
| Employer contribution / active EE | $2,360 | $3,274-27.9% | $3,009-21.6% | $4,740-50.2% |
| Participant deferral / active EE | $6,027 | $4,802+25.5% | $4,395+37.1% | $6,400-5.8% |
| Admin fee / account holder | $6,033 | $5,983+0.8% | $5,329+13.2% | $11,426-47.2% |