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 6-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 | $39,091 | $99,640-60.8% | $86,436-54.8% | $134,475-70.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.99% | 6782.58%-6805.6pp | 4394.89%-4417.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $11,614 | $4,400+163.9% | $3,769+208.2% | $4,740+145.0% |
| Participant deferral / active EE | $9,352 | $7,246+29.1% | $6,952+34.5% | $6,400+46.1% |
| Admin fee / account holder | $521 | $8,371-93.8% | $6,731-92.3% | $11,426-95.4% |