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 6-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 | $24,717 | $92,703-73.3% | $82,719-70.1% | $134,475-81.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.26% | 944.92%-968.2pp | 701.18%-724.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,666 | $3,274-18.6% | $3,009-11.4% | $4,740-43.7% |
| Participant deferral / active EE | $8,541 | $4,802+77.9% | $4,395+94.3% | $6,400+33.5% |
| Admin fee / account holder | $603 | $5,983-89.9% | $5,329-88.7% | $11,426-94.7% |