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 | $14,694 | $109,817-86.6% | $98,442-85.1% | $167,490-91.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -4.11% | 1956.69%-1960.8pp | 1492.73%-1496.8pp | 478.56%-482.7pp |
| Employer contribution / active EE | $1,114 | $3,224-65.5% | $2,960-62.4% | $4,837-77.0% |
| Participant deferral / active EE | $4,358 | $4,673-6.7% | $4,276+1.9% | $6,341-31.3% |
| Admin fee / account holder | $537 | $6,753-92.0% | $5,949-91.0% | $12,309-95.6% |