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 8-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 | $16,847 | $92,703-81.8% | $82,719-79.6% | $134,475-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.40% | 944.92%-971.3pp | 701.18%-727.6pp | 417.96%-444.4pp |
| Employer contribution / active EE | $3,615 | $3,274+10.4% | $3,009+20.2% | $4,740-23.7% |
| Participant deferral / active EE | $8,906 | $4,802+85.5% | $4,395+102.6% | $6,400+39.2% |
| Admin fee / account holder | $1,505 | $5,983-74.8% | $5,329-71.8% | $11,426-86.8% |