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 | $52,588 | $150,440-65.0% | $136,294-61.4% | $147,584-64.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -3.41% | 1049.08%-1052.5pp | 5155.94%-5159.3pp | 578.55%-582.0pp |
| Employer contribution / active EE | $8,750 | $5,256+66.5% | $4,695+86.4% | $4,876+79.4% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $1,321 | $10,905-87.9% | $9,243-85.7% | $10,885-87.9% |