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 | $8,545 | $92,703-90.8% | $82,719-89.7% | $134,475-93.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.51% | 944.92%-971.4pp | 701.18%-727.7pp | 417.96%-444.5pp |
| Employer contribution / active EE | $2,132 | $3,274-34.9% | $3,009-29.2% | $4,740-55.0% |
| Participant deferral / active EE | $2,753 | $4,802-42.7% | $4,395-37.4% | $6,400-57.0% |
| Admin fee / account holder | $701 | $5,983-88.3% | $5,329-86.8% | $11,426-93.9% |