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 | $17,986 | $97,757-81.6% | $83,848-78.5% | $135,375-86.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.45% | 1287.37%-1298.8pp | 850.88%-862.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $4,219 | $4,222-0.1% | $3,631+16.2% | $4,779-11.7% |
| Participant deferral / active EE | $4,599 | $4,682-1.8% | $4,082+12.7% | $5,609-18.0% |
| Admin fee / account holder | $719 | $6,674-89.2% | $5,478-86.9% | $10,827-93.4% |