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 | $17,716 | $99,640-82.2% | $86,436-79.5% | $134,475-86.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.09% | 6782.58%-6805.7pp | 4394.89%-4418.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,781 | $4,400-36.8% | $3,769-26.2% | $4,740-41.3% |
| Participant deferral / active EE | $13,237 | $7,246+82.7% | $6,952+90.4% | $6,400+106.8% |
| Admin fee / account holder | $2,126 | $8,371-74.6% | $6,731-68.4% | $11,426-81.4% |