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 7-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 | $19,024 | $109,817-82.7% | $98,442-80.7% | $167,490-88.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -1.32% | 1956.69%-1958.0pp | 1492.73%-1494.1pp | 478.56%-479.9pp |
| Employer contribution / active EE | $1,020 | $3,224-68.4% | $2,960-65.5% | $4,837-78.9% |
| Participant deferral / active EE | $1,663 | $4,673-64.4% | $4,276-61.1% | $6,341-73.8% |
| Admin fee / account holder | $4,895 | $6,753-27.5% | $5,949-17.7% | $12,309-60.2% |