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 7-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 | $21,798 | $92,703-76.5% | $82,719-73.6% | $134,475-83.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.03% | 944.92%-970.0pp | 701.18%-726.2pp | 417.96%-443.0pp |
| Employer contribution / active EE | $2,237 | $3,274-31.7% | $3,009-25.7% | $4,740-52.8% |
| Participant deferral / active EE | $7,409 | $4,802+54.3% | $4,395+68.6% | $6,400+15.8% |
| Admin fee / account holder | $508 | $5,983-91.5% | $5,329-90.5% | $11,426-95.6% |