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 10-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 | $27,998 | $88,751-68.5% | $81,812-65.8% | $145,922-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -20.47% | 1025.40%-1045.9pp | 773.79%-794.3pp | 561.29%-581.8pp |
| Employer contribution / active EE | $11,974 | $3,083+288.3% | $2,912+311.2% | $4,660+157.0% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,187 | $8,415-74.0% | $7,386-70.4% | $13,397-83.7% |