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 | $36,677 | $72,400-49.3% | $67,502-45.7% | $145,922-74.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -60.28% | 7182.46%-7242.7pp | 3512.12%-3572.4pp | 561.29%-621.6pp |
| Employer contribution / active EE | $1,708 | $3,069-44.4% | $2,731-37.5% | $4,660-63.3% |
| Participant deferral / active EE | $2,217 | $4,783-53.6% | $4,000-44.6% | $6,688-66.8% |
| Admin fee / account holder | $1,080 | $5,539-80.5% | $3,998-73.0% | $13,397-91.9% |