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 | $29,708 | $90,600-67.2% | $79,464-62.6% | $135,375-78.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -19.57% | 977.43%-997.0pp | 718.14%-737.7pp | 519.73%-539.3pp |
| Employer contribution / active EE | $3,899 | $3,068+27.1% | $2,800+39.2% | $4,779-18.4% |
| Participant deferral / active EE | $800 | $4,050-80.2% | $3,704-78.4% | $5,609-85.7% |
| Admin fee / account holder | $317 | $5,907-94.6% | $5,113-93.8% | $10,827-97.1% |