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 10-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 | $25,310 | $82,630-69.4% | $64,105-60.5% | $125,391-79.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.93% | 1489.72%-1494.7pp | 791.24%-796.2pp | 282.22%-287.2pp |
| Employer contribution / active EE | $4,229 | $2,671+58.3% | $1,820+132.4% | $4,866-13.1% |
| Participant deferral / active EE | $6,500 | $3,608+80.1% | $2,822+130.4% | $5,352+21.5% |
| Admin fee / account holder | $512 | $6,382-92.0% | $4,499-88.6% | $9,540-94.6% |