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 3-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 | $13,262 | $109,904-87.9% | $97,167-86.4% | $145,959-90.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -32.22% | 243.43%-275.7pp | 75.27%-107.5pp | 561.95%-594.2pp |
| Employer contribution / active EE | $779 | $3,084-74.8% | $2,729-71.5% | $4,661-83.3% |
| Participant deferral / active EE | $7,093 | $4,676+51.7% | $4,264+66.4% | $6,689+6.1% |
| Admin fee / account holder | $3,287 | $6,216-47.1% | $5,650-41.8% | $13,398-75.5% |