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 6-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 | $11,257 | $92,703-87.9% | $82,719-86.4% | $134,475-91.6% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -21.65% | 944.92%-966.6pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,369 | $3,274-27.6% | $3,009-21.3% | $4,740-50.0% |
| Participant deferral / active EE | $3,797 | $4,802-20.9% | $4,395-13.6% | $6,400-40.7% |
| Admin fee / account holder | $363 | $5,983-93.9% | $5,329-93.2% | $11,426-96.8% |