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 | $18,908 | $88,594-78.7% | $70,092-73.0% | $134,475-85.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -21.81% | 442.67%-464.5pp | 190.73%-212.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,969 | $3,233-39.1% | $2,559-23.1% | $4,740-58.5% |
| Participant deferral / active EE | $1,375 | $4,772-71.2% | $3,849-64.3% | $6,400-78.5% |
| Admin fee / account holder | $416 | $10,441-96.0% | $6,267-93.4% | $11,426-96.4% |