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 | $12,331 | $96,305-87.2% | $80,569-84.7% | $139,434-91.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -31.52% | 1350.08%-1381.6pp | 935.43%-966.9pp | 372.94%-404.5pp |
| Employer contribution / active EE | $1,260 | $3,262-61.4% | $2,723-53.7% | $4,751-73.5% |
| Participant deferral / active EE | $4,087 | $5,232-21.9% | $4,447-8.1% | $6,710-39.1% |
| Admin fee / account holder | $3,096 | $6,599-53.1% | $5,377-42.4% | $11,403-72.8% |