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 3-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 | $43,725 | $70,756-38.2% | $65,493-33.2% | $142,382-69.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -0.28% | 1754.89%-1755.2pp | 982.45%-982.7pp | 217.08%-217.4pp |
| Employer contribution / active EE | $1,967 | $2,881-31.7% | $2,574-23.6% | $4,299-54.2% |
| Participant deferral / active EE | $23,567 | $4,637+408.2% | $3,961+495.0% | $6,507+262.2% |
| Admin fee / account holder | $2,098 | $6,559-68.0% | $5,028-58.3% | $12,624-83.4% |