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 7-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 | $55,600 | $106,543-47.8% | $91,220-39.0% | $134,475-58.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.45% | 160.60%-184.0pp | 114.01%-137.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $22,385 | $3,331+572.1% | $2,850+685.4% | $4,740+372.3% |
| Participant deferral / active EE | $27,019 | $4,719+472.6% | $4,234+538.2% | $6,400+322.2% |
| Admin fee / account holder | $951 | $6,231-84.7% | $5,420-82.4% | $11,426-91.7% |