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 | $12,942 | $84,696-84.7% | $75,696-82.9% | $167,490-92.3% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | -26.87% | 199.36%-226.2pp | 104.53%-131.4pp | 478.56%-505.4pp |
| Employer contribution / active EE | $9,134 | $3,230+182.8% | $2,743+233.0% | $4,837+88.8% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $620 | $5,355-88.4% | $3,619-82.9% | $12,309-95.0% |