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 | $11,628 | $70,756-83.6% | $65,493-82.2% | $142,382-91.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -4.68% | 1754.89%-1759.6pp | 982.45%-987.1pp | 217.08%-221.8pp |
| Employer contribution / active EE | $368 | $2,881-87.2% | $2,574-85.7% | $4,299-91.4% |
| Participant deferral / active EE | $1,331 | $4,637-71.3% | $3,961-66.4% | $6,507-79.5% |
| Admin fee / account holder | $791 | $6,559-87.9% | $5,028-84.3% | $12,624-93.7% |