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 | $26,471 | $90,600-70.8% | $79,464-66.7% | $135,375-80.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.22% | 977.43%-989.7pp | 718.14%-730.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $6,051 | $3,068+97.2% | $2,800+116.1% | $4,779+26.6% |
| Participant deferral / active EE | $1,237 | $4,050-69.5% | $3,704-66.6% | $5,609-77.9% |
| Admin fee / account holder | $1,183 | $5,907-80.0% | $5,113-76.9% | $10,827-89.1% |