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 8-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 | $12,567 | $92,703-86.4% | $82,719-84.8% | $134,475-90.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -35.21% | 944.92%-980.1pp | 701.18%-736.4pp | 417.96%-453.2pp |
| Employer contribution / active EE | $848 | $3,274-74.1% | $3,009-71.8% | $4,740-82.1% |
| Participant deferral / active EE | $1,644 | $4,802-65.8% | $4,395-62.6% | $6,400-74.3% |
| Admin fee / account holder | $2,929 | $5,983-51.0% | $5,329-45.0% | $11,426-74.4% |