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 6-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 | $8,015 | $104,974-92.4% | $95,585-91.6% | $142,382-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -4.06% | 210.33%-214.4pp | 38.56%-42.6pp | 217.08%-221.1pp |
| Employer contribution / active EE | $1,755 | $2,779-36.8% | $2,527-30.5% | $4,299-59.2% |
| Participant deferral / active EE | $6,760 | $4,352+55.3% | $4,023+68.1% | $6,507+3.9% |
| Admin fee / account holder | $14,708 | $6,386+130.3% | $6,127+140.0% | $12,624+16.5% |