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 8-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 | $11,859 | $104,106-88.6% | $71,086-83.3% | $135,375-91.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -26.33% | 1256.30%-1282.6pp | 650.59%-676.9pp | 519.73%-546.1pp |
| Employer contribution / active EE | $3,076 | $1,485+107.1% | $1,088+182.8% | $4,779-35.6% |
| Participant deferral / active EE | $3,542 | $2,527+40.2% | $1,874+89.0% | $5,609-36.9% |
| Admin fee / account holder | $1,233 | $4,142-70.2% | $3,082-60.0% | $10,827-88.6% |