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 | $7,834 | $92,703-91.5% | $82,719-90.5% | $134,475-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.32% | 944.92%-966.2pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,473 | $3,274-55.0% | $3,009-51.0% | $4,740-68.9% |
| Participant deferral / active EE | $3,062 | $4,802-36.2% | $4,395-30.3% | $6,400-52.2% |
| Admin fee / account holder | $336 | $5,983-94.4% | $5,329-93.7% | $11,426-97.1% |