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 5-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 | $17,582 | $84,402-79.2% | $61,373-71.4% | $134,475-86.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -23.30% | 584.55%-607.8pp | 338.61%-361.9pp | 417.96%-441.3pp |
| Employer contribution / active EE | $6,276 | $1,544+306.4% | $1,159+441.3% | $4,740+32.4% |
| Participant deferral / active EE | $5,662 | $2,819+100.8% | $2,125+166.4% | $6,400-11.5% |
| Admin fee / account holder | $1,628 | $2,585-37.0% | $2,130-23.6% | $11,426-85.8% |