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 9-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 | $15,750 | $97,757-83.9% | $83,848-81.2% | $135,375-88.4% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -11.01% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.7pp |
| Employer contribution / active EE | $5,030 | $4,222+19.1% | $3,631+38.5% | $4,779+5.3% |
| Participant deferral / active EE | $3,730 | $4,682-20.3% | $4,082-8.6% | $5,609-33.5% |
| Admin fee / account holder | $1,386 | $6,674-79.2% | $5,478-74.7% | $10,827-87.2% |