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 5-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 | $16,357 | $92,703-82.4% | $82,719-80.2% | $134,475-87.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -30.88% | 944.92%-975.8pp | 701.18%-732.1pp | 417.96%-448.8pp |
| Employer contribution / active EE | $2,361 | $3,274-27.9% | $3,009-21.6% | $4,740-50.2% |
| Participant deferral / active EE | $3,942 | $4,802-17.9% | $4,395-10.3% | $6,400-38.4% |
| Admin fee / account holder | $569 | $5,983-90.5% | $5,329-89.3% | $11,426-95.0% |