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 | $30,120 | $97,757-69.2% | $83,848-64.1% | $135,375-77.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.48% | 1287.37%-1300.9pp | 850.88%-864.4pp | 519.73%-533.2pp |
| Employer contribution / active EE | $2,773 | $4,222-34.3% | $3,631-23.6% | $4,779-42.0% |
| Participant deferral / active EE | $8,929 | $4,682+90.7% | $4,082+118.8% | $5,609+59.2% |
| Admin fee / account holder | $1,441 | $6,674-78.4% | $5,478-73.7% | $10,827-86.7% |