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 9-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 | $30,927 | $52,903-41.5% | $73,307-57.8% | $59,632-48.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -73.48% | 12.20%-85.7pp | 5.67%-79.1pp | 2041.28%-2114.8pp |
| Employer contribution / active EE | $6,746 | $1,909+253.4% | $3,237+108.4% | $2,203+206.3% |
| Participant deferral / active EE | $5,024 | $4,069+23.5% | $4,991+0.7% | $3,192+57.4% |
| Admin fee / account holder | $2,041 | $3,834-46.8% | $5,637-63.8% | $4,297-52.5% |