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 | $18,383 | $84,402-78.2% | $61,373-70.0% | $134,475-86.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.50% | 584.55%-607.1pp | 338.61%-361.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $6,731 | $1,544+335.8% | $1,159+480.6% | $4,740+42.0% |
| Participant deferral / active EE | $7,457 | $2,819+164.5% | $2,125+250.9% | $6,400+16.5% |
| Admin fee / account holder | $7,554 | $2,585+192.2% | $2,130+254.7% | $11,426-33.9% |