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 | $3,861 | $88,751-95.6% | $81,812-95.3% | $145,922-97.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -24.92% | 1025.40%-1050.3pp | 773.79%-798.7pp | 561.29%-586.2pp |
| Employer contribution / active EE | $456 | $3,083-85.2% | $2,912-84.3% | $4,660-90.2% |
| Participant deferral / active EE | $940 | $4,643-79.8% | $4,319-78.2% | $6,688-86.0% |
| Admin fee / account holder | $9,961 | $8,415+18.4% | $7,386+34.9% | $13,397-25.7% |