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 | $37,625 | $93,346-59.7% | $71,796-47.6% | $273,961-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -57.23% | 130.39%-187.6pp | 78.04%-135.3pp | 41.45%-98.7pp |
| Employer contribution / active EE | $14,873 | $2,733+444.1% | $1,924+672.8% | $4,869+205.5% |
| Participant deferral / active EE | $12,000 | $3,475+245.3% | $2,794+329.4% | $5,287+127.0% |
| Admin fee / account holder | $15,346 | $6,571+133.6% | $4,815+218.7% | $10,132+51.5% |