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 7-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 | $26,092 | $106,543-75.5% | $91,220-71.4% | $134,475-80.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -81.13% | 160.60%-241.7pp | 114.01%-195.1pp | 417.96%-499.1pp |
| Employer contribution / active EE | $15,716 | $3,331+371.9% | $2,850+451.4% | $4,740+231.6% |
| Participant deferral / active EE | $6,627 | $4,719+40.4% | $4,234+56.5% | $6,400+3.6% |
| Admin fee / account holder | $351 | $6,231-94.4% | $5,420-93.5% | $11,426-96.9% |