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 | $68,225 | $90,600-24.7% | $79,464-14.1% | $135,375-49.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -34.33% | 977.43%-1011.8pp | 718.14%-752.5pp | 519.73%-554.1pp |
| Employer contribution / active EE | $1,607 | $3,068-47.6% | $2,800-42.6% | $4,779-66.4% |
| Participant deferral / active EE | $6,192 | $4,050+52.9% | $3,704+67.2% | $5,609+10.4% |
| Admin fee / account holder | $28,922 | $5,907+389.6% | $5,113+465.7% | $10,827+167.1% |