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 9-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 | $12,166 | $90,600-86.6% | $79,464-84.7% | $135,375-91.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -15.54% | 977.43%-993.0pp | 718.14%-733.7pp | 519.73%-535.3pp |
| Employer contribution / active EE | $3,368 | $3,068+9.8% | $2,800+20.3% | $4,779-29.5% |
| Participant deferral / active EE | $7,293 | $4,050+80.1% | $3,704+96.9% | $5,609+30.0% |
| Admin fee / account holder | $23,927 | $5,907+305.1% | $5,113+368.0% | $10,827+121.0% |