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 6-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 | $10,924 | $92,703-88.2% | $82,719-86.8% | $134,475-91.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -32.74% | 944.92%-977.7pp | 701.18%-733.9pp | 417.96%-450.7pp |
| Employer contribution / active EE | $3,469 | $3,274+6.0% | $3,009+15.3% | $4,740-26.8% |
| Participant deferral / active EE | $1,687 | $4,802-64.9% | $4,395-61.6% | $6,400-73.6% |
| Admin fee / account holder | $936 | $5,983-84.3% | $5,329-82.4% | $11,426-91.8% |