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 7-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 | $24,837 | $127,264-80.5% | $109,895-77.4% | $167,490-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | -100.00% | 22.97%-123.0pp | 29.45%-129.5pp | 478.56%-578.6pp |
| Employer contribution / active EE | $17,240 | $3,322+418.9% | $2,842+506.5% | $4,837+256.4% |
| Participant deferral / active EE | $7,597 | $4,514+68.3% | $4,048+87.7% | $6,341+19.8% |
| Admin fee / account holder | $2,703 | $7,114-62.0% | $6,066-55.4% | $12,309-78.0% |