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 5-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 | $10,257 | $106,543-90.4% | $91,220-88.8% | $134,475-92.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -39.24% | 160.60%-199.8pp | 114.01%-153.2pp | 417.96%-457.2pp |
| Employer contribution / active EE | $3,700 | $3,331+11.1% | $2,850+29.8% | $4,740-21.9% |
| Participant deferral / active EE | $4,605 | $4,719-2.4% | $4,234+8.8% | $6,400-28.1% |
| Admin fee / account holder | $440 | $6,231-92.9% | $5,420-91.9% | $11,426-96.1% |