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 | $10,246 | $92,703-88.9% | $82,719-87.6% | $134,475-92.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.07% | 944.92%-966.0pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,956 | $3,274-40.3% | $3,009-35.0% | $4,740-58.7% |
| Participant deferral / active EE | $5,410 | $4,802+12.7% | $4,395+23.1% | $6,400-15.5% |
| Admin fee / account holder | $438 | $5,983-92.7% | $5,329-91.8% | $11,426-96.2% |