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 | $14,391 | $92,703-84.5% | $82,719-82.6% | $134,475-89.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -30.07% | 944.92%-975.0pp | 701.18%-731.3pp | 417.96%-448.0pp |
| Employer contribution / active EE | $2,609 | $3,274-20.3% | $3,009-13.3% | $4,740-45.0% |
| Participant deferral / active EE | $5,909 | $4,802+23.1% | $4,395+34.5% | $6,400-7.7% |
| Admin fee / account holder | $320 | $5,983-94.6% | $5,329-94.0% | $11,426-97.2% |