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 | $14,671 | $90,600-83.8% | $79,464-81.5% | $135,375-89.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -19.81% | 977.43%-997.2pp | 718.14%-737.9pp | 519.73%-539.5pp |
| Employer contribution / active EE | $3,733 | $3,068+21.7% | $2,800+33.3% | $4,779-21.9% |
| Participant deferral / active EE | $7,403 | $4,050+82.8% | $3,704+99.9% | $5,609+32.0% |
| Admin fee / account holder | $2,145 | $5,907-63.7% | $5,113-58.0% | $10,827-80.2% |