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 | $47,877 | $109,982-56.5% | $97,226-50.8% | $145,922-67.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -0.33% | 242.90%-243.2pp | 75.13%-75.5pp | 561.29%-561.6pp |
| Employer contribution / active EE | $1,775 | $3,084-42.5% | $2,729-35.0% | $4,660-61.9% |
| Participant deferral / active EE | $1,596 | $4,676-65.9% | $4,264-62.6% | $6,688-76.1% |
| Admin fee / account holder | $116,539 | $6,221+1773.4% | $5,654+1961.4% | $13,397+769.9% |