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 | $9,318 | $100,852-90.8% | $90,404-89.7% | $158,922-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -20.36% | 1724.20%-1744.6pp | 1293.02%-1313.4pp | 302.83%-323.2pp |
| Employer contribution / active EE | $1,731 | $3,689-53.1% | $3,262-46.9% | $4,761-63.6% |
| Participant deferral / active EE | $4,692 | $4,348+7.9% | $3,963+18.4% | $5,982-21.6% |
| Admin fee / account holder | $22,115 | $6,501+240.2% | $5,611+294.1% | $11,246+96.7% |