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 | $21,622 | $99,640-78.3% | $86,436-75.0% | $134,475-83.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.15% | 6782.58%-6809.7pp | 4394.89%-4422.0pp | 417.96%-445.1pp |
| Employer contribution / active EE | $6,923 | $4,400+57.3% | $3,769+83.7% | $4,740+46.1% |
| Participant deferral / active EE | $7,675 | $7,246+5.9% | $6,952+10.4% | $6,400+19.9% |
| Admin fee / account holder | $2,230 | $8,371-73.4% | $6,731-66.9% | $11,426-80.5% |