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 | $17,247 | $90,600-81.0% | $79,464-78.3% | $135,375-87.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -22.94% | 977.43%-1000.4pp | 718.14%-741.1pp | 519.73%-542.7pp |
| Employer contribution / active EE | $1,363 | $3,068-55.6% | $2,800-51.3% | $4,779-71.5% |
| Participant deferral / active EE | $2,678 | $4,050-33.9% | $3,704-27.7% | $5,609-52.3% |
| Admin fee / account holder | $1,999 | $5,907-66.2% | $5,113-60.9% | $10,827-81.5% |