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 5-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 | $20,345 | $92,703-78.1% | $82,719-75.4% | $134,475-84.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.25% | 944.92%-967.2pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $3,942 | $3,274+20.4% | $3,009+31.0% | $4,740-16.8% |
| Participant deferral / active EE | $7,034 | $4,802+46.5% | $4,395+60.0% | $6,400+9.9% |
| Admin fee / account holder | $381 | $5,983-93.6% | $5,329-92.9% | $11,426-96.7% |