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 | $8,763 | $88,594-90.1% | $70,092-87.5% | $134,475-93.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.91% | 442.67%-465.6pp | 190.73%-213.6pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,440 | $3,233-55.5% | $2,559-43.7% | $4,740-69.6% |
| Participant deferral / active EE | $3,561 | $4,772-25.4% | $3,849-7.5% | $6,400-44.4% |
| Admin fee / account holder | $3,766 | $10,441-63.9% | $6,267-39.9% | $11,426-67.0% |