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 | $37,440 | $92,703-59.6% | $82,719-54.7% | $134,475-72.2% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.3pp |
| Annual return | -22.37% | 944.92%-967.3pp | 701.18%-723.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,026 | $3,274-38.1% | $3,009-32.7% | $4,740-57.3% |
| Participant deferral / active EE | $3,784 | $4,802-21.2% | $4,395-13.9% | $6,400-40.9% |
| Admin fee / account holder | $2,307 | $5,983-61.4% | $5,329-56.7% | $11,426-79.8% |