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 3-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 | $55,620 | $70,756-21.4% | $65,493-15.1% | $142,382-60.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -34.48% | 1754.89%-1789.4pp | 982.45%-1016.9pp | 217.08%-251.6pp |
| Employer contribution / active EE | $2,010 | $2,881-30.2% | $2,574-21.9% | $4,299-53.2% |
| Participant deferral / active EE | $7,444 | $4,637+60.5% | $3,961+87.9% | $6,507+14.4% |
| Admin fee / account holder | $940 | $6,559-85.7% | $5,028-81.3% | $12,624-92.6% |