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 | $31,139 | $99,640-68.7% | $86,436-64.0% | $134,475-76.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.80% | 6782.58%-6817.4pp | 4394.89%-4429.7pp | 417.96%-452.8pp |
| Employer contribution / active EE | $2,576 | $4,400-41.5% | $3,769-31.6% | $4,740-45.6% |
| Participant deferral / active EE | $9,255 | $7,246+27.7% | $6,952+33.1% | $6,400+44.6% |
| Admin fee / account holder | $1,006 | $8,371-88.0% | $6,731-85.1% | $11,426-91.2% |