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 | $66,389 | $92,703-28.4% | $82,719-19.7% | $134,475-50.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.29% | 944.92%-968.2pp | 701.18%-724.5pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,187 | $3,274-33.2% | $3,009-27.3% | $4,740-53.9% |
| Participant deferral / active EE | $2,842 | $4,802-40.8% | $4,395-35.3% | $6,400-55.6% |
| Admin fee / account holder | $1,114 | $5,983-81.4% | $5,329-79.1% | $11,426-90.3% |