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 4-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 | $46,697 | $70,756-34.0% | $65,493-28.7% | $142,382-67.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -11.76% | 1754.89%-1766.7pp | 982.45%-994.2pp | 217.08%-228.8pp |
| Employer contribution / active EE | $2,599 | $2,881-9.8% | $2,574+1.0% | $4,299-39.5% |
| Participant deferral / active EE | $3,982 | $4,637-14.1% | $3,961+0.5% | $6,507-38.8% |
| Admin fee / account holder | $615 | $6,559-90.6% | $5,028-87.8% | $12,624-95.1% |