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 | $22,029 | $67,331-67.3% | $60,874-63.8% | $134,475-83.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -28.30% | 49.93%-78.2pp | 16.90%-45.2pp | 417.96%-446.3pp |
| Employer contribution / active EE | $5,835 | $3,096+88.4% | $2,701+116.0% | $4,740+23.1% |
| Participant deferral / active EE | $10,727 | $4,538+136.4% | $3,817+181.0% | $6,400+67.6% |
| Admin fee / account holder | $845 | $4,582-81.6% | $3,224-73.8% | $11,426-92.6% |