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 | $68,097-18.3% | $62,929-11.6% | $137,256-59.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | -34.48% | 1859.11%-1893.6pp | 1063.93%-1098.4pp | 220.34%-254.8pp |
| Employer contribution / active EE | $2,010 | $2,811-28.5% | $2,505-19.8% | $4,156-51.6% |
| Participant deferral / active EE | $7,444 | $4,553+63.5% | $3,888+91.4% | $6,407+16.2% |
| Admin fee / account holder | $940 | $6,521-85.6% | $5,065-81.4% | $12,270-92.3% |