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 6-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 | $42,637 | $92,703-54.0% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.34% | 944.92%-968.3pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $4,428 | $3,274+35.3% | $3,009+47.2% | $4,740-6.6% |
| Participant deferral / active EE | $13,867 | $4,802+188.8% | $4,395+215.5% | $6,400+116.7% |
| Admin fee / account holder | $620 | $5,983-89.6% | $5,329-88.4% | $11,426-94.6% |