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 | $190,000 | $82,630+129.9% | $64,105+196.4% | $125,391+51.5% |
| Participation rate | 94.7% | 75.9%+18.9pp | 68.2%+26.6pp | 83.2%+11.5pp |
| Annual return | -11.19% | 1489.72%-1500.9pp | 791.24%-802.4pp | 282.22%-293.4pp |
| Employer contribution / active EE | $71,679 | $2,671+2583.4% | $1,820+3838.6% | $4,866+1373.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $47,735 | $6,382+648.0% | $4,499+961.0% | $9,540+400.3% |