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 | $15,729 | $90,600-82.6% | $79,464-80.2% | $135,375-88.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.64% | 977.43%-991.1pp | 718.14%-731.8pp | 519.73%-533.4pp |
| Employer contribution / active EE | $2,471 | $3,068-19.5% | $2,800-11.8% | $4,779-48.3% |
| Participant deferral / active EE | $6,317 | $4,050+56.0% | $3,704+70.5% | $5,609+12.6% |
| Admin fee / account holder | $398 | $5,907-93.3% | $5,113-92.2% | $10,827-96.3% |