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 10-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 | $0 | $48,795-100.0% | $65,493-100.0% | $84,808-100.0% |
| Participation rate | 97.0% | 67.0%+30.0pp | 73.1%+23.9pp | 68.3%+28.7pp |
| Annual return | -96.72% | 20.20%-116.9pp | 982.45%-1079.2pp | 40.90%-137.6pp |
| Employer contribution / active EE | $3,150 | $1,930+63.3% | $2,574+22.4% | $2,631+19.7% |
| Participant deferral / active EE | $3,113 | $2,928+6.3% | $3,961-21.4% | $4,212-26.1% |
| Admin fee / account holder | $4,519 | $3,877+16.6% | $5,028-10.1% | $7,344-38.5% |