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 9-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 | $27,326 | $90,600-69.8% | $79,464-65.6% | $135,375-79.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -44.02% | 977.43%-1021.5pp | 718.14%-762.2pp | 519.73%-563.8pp |
| Employer contribution / active EE | $16,204 | $3,068+428.2% | $2,800+478.6% | $4,779+239.1% |
| Participant deferral / active EE | $7,920 | $4,050+95.5% | $3,704+113.8% | $5,609+41.2% |
| Admin fee / account holder | $333 | $5,907-94.4% | $5,113-93.5% | $10,827-96.9% |