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 | $36,817 | $97,757-62.3% | $83,848-56.1% | $135,375-72.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.75% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $12,308 | $4,222+191.6% | $3,631+239.0% | $4,779+157.6% |
| Participant deferral / active EE | $14,114 | $4,682+201.4% | $4,082+245.8% | $5,609+151.6% |
| Admin fee / account holder | $397 | $6,674-94.1% | $5,478-92.8% | $10,827-96.3% |