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 8-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 | $57,556 | $102,604-43.9% | $86,188-33.2% | $139,434-58.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -13.77% | 1922.51%-1936.3pp | 1168.45%-1182.2pp | 372.94%-386.7pp |
| Employer contribution / active EE | $10,357 | $3,032+241.5% | $2,380+335.1% | $4,751+118.0% |
| Participant deferral / active EE | $3,750 | $4,676-19.8% | $3,985-5.9% | $6,710-44.1% |
| Admin fee / account holder | $4,097 | $8,657-52.7% | $6,852-40.2% | $11,403-64.1% |