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 10-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 | $15,868 | $97,757-83.8% | $83,848-81.1% | $135,375-88.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.90% | 1287.37%-1300.3pp | 850.88%-863.8pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,648 | $4,222-61.0% | $3,631-54.6% | $4,779-65.5% |
| Participant deferral / active EE | $3,207 | $4,682-31.5% | $4,082-21.4% | $5,609-42.8% |
| Admin fee / account holder | $328 | $6,674-95.1% | $5,478-94.0% | $10,827-97.0% |