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 7-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 | $20,504 | $109,817-81.3% | $98,442-79.2% | $167,490-87.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -12.29% | 1956.69%-1969.0pp | 1492.73%-1505.0pp | 478.56%-490.8pp |
| Employer contribution / active EE | $2,320 | $3,224-28.0% | $2,960-21.6% | $4,837-52.0% |
| Participant deferral / active EE | $7,112 | $4,673+52.2% | $4,276+66.3% | $6,341+12.2% |
| Admin fee / account holder | $2,571 | $6,753-61.9% | $5,949-56.8% | $12,309-79.1% |