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 8-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 | $40,781 | $97,757-58.3% | $83,848-51.4% | $135,375-69.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.26% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,285 | $4,222-45.9% | $3,631-37.1% | $4,779-52.2% |
| Participant deferral / active EE | $10,575 | $4,682+125.9% | $4,082+159.1% | $5,609+88.5% |
| Admin fee / account holder | $355 | $6,674-94.7% | $5,478-93.5% | $10,827-96.7% |