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 | $24,801 | $90,600-72.6% | $79,464-68.8% | $135,375-81.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.26% | 977.43%-987.7pp | 718.14%-728.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $4,708 | $3,068+53.5% | $2,800+68.1% | $4,779-1.5% |
| Participant deferral / active EE | $4,002 | $4,050-1.2% | $3,704+8.0% | $5,609-28.7% |
| Admin fee / account holder | $439 | $5,907-92.6% | $5,113-91.4% | $10,827-95.9% |