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 5-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 | $17,042 | $97,757-82.6% | $83,848-79.7% | $135,375-87.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -50.02% | 1287.37%-1337.4pp | 850.88%-900.9pp | 519.73%-569.8pp |
| Employer contribution / active EE | $12,650 | $4,222+199.7% | $3,631+248.4% | $4,779+164.7% |
| Participant deferral / active EE | $2,650 | $4,682-43.4% | $4,082-35.1% | $5,609-52.8% |
| Admin fee / account holder | $589 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |