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 | $22,112 | $138,044-84.0% | $125,339-82.4% | $134,475-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -57.11% | 750.33%-807.4pp | 572.05%-629.2pp | 417.96%-475.1pp |
| Employer contribution / active EE | $14,208 | $5,243+171.0% | $4,814+195.2% | $4,740+199.8% |
| Participant deferral / active EE | $7,506 | $7,799-3.8% | $7,446+0.8% | $6,400+17.3% |
| Admin fee / account holder | $2,321 | $11,571-79.9% | $10,010-76.8% | $11,426-79.7% |