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 | $7,458 | $92,703-92.0% | $82,719-91.0% | $134,475-94.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -23.92% | 944.92%-968.8pp | 701.18%-725.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $1,055 | $3,274-67.8% | $3,009-64.9% | $4,740-77.7% |
| Participant deferral / active EE | $3,032 | $4,802-36.9% | $4,395-31.0% | $6,400-52.6% |
| Admin fee / account holder | $596 | $5,983-90.0% | $5,329-88.8% | $11,426-94.8% |