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 5-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 | $80,940 | $81,625-0.8% | $58,482+38.4% | $139,434-42.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | -60.74% | 7404.20%-7464.9pp | 4239.32%-4300.1pp | 372.94%-433.7pp |
| Employer contribution / active EE | $1,013 | $1,398-27.6% | $1,053-3.9% | $4,751-78.7% |
| Participant deferral / active EE | $1,013 | $2,557-60.4% | $1,924-47.4% | $6,710-84.9% |
| Admin fee / account holder | $20,941 | $3,265+541.3% | $2,516+732.3% | $11,403+83.6% |