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 | $52,869 | $90,600-41.6% | $79,464-33.5% | $135,375-60.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.39% | 977.43%-988.8pp | 718.14%-729.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,763 | $3,068+22.7% | $2,800+34.4% | $4,779-21.3% |
| Participant deferral / active EE | $8,146 | $4,050+101.1% | $3,704+119.9% | $5,609+45.2% |
| Admin fee / account holder | $357 | $5,907-94.0% | $5,113-93.0% | $10,827-96.7% |