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 | $53,643 | $97,757-45.1% | $83,848-36.0% | $135,375-60.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.63% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.4pp |
| Employer contribution / active EE | $7,601 | $4,222+80.0% | $3,631+109.3% | $4,779+59.1% |
| Participant deferral / active EE | $9,012 | $4,682+92.5% | $4,082+120.8% | $5,609+60.7% |
| Admin fee / account holder | $411 | $6,674-93.8% | $5,478-92.5% | $10,827-96.2% |