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 6-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 | $10,423 | $92,703-88.8% | $82,719-87.4% | $134,475-92.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -31.70% | 944.92%-976.6pp | 701.18%-732.9pp | 417.96%-449.7pp |
| Employer contribution / active EE | $1,714 | $3,274-47.6% | $3,009-43.0% | $4,740-63.8% |
| Participant deferral / active EE | $5,052 | $4,802+5.2% | $4,395+14.9% | $6,400-21.1% |
| Admin fee / account holder | $1,172 | $5,983-80.4% | $5,329-78.0% | $11,426-89.7% |