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 | $33,898 | $84,402-59.8% | $61,373-44.8% | $134,475-74.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.10% | 584.55%-606.6pp | 338.61%-360.7pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,253 | $1,544-18.9% | $1,159+8.1% | $4,740-73.6% |
| Participant deferral / active EE | $3,611 | $2,819+28.1% | $2,125+69.9% | $6,400-43.6% |
| Admin fee / account holder | $2,390 | $2,585-7.5% | $2,130+12.2% | $11,426-79.1% |