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 8-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 | $0 | $72,400-100.0% | $67,502-100.0% | $145,922-100.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -98.30% | 7182.46%-7280.8pp | 3512.12%-3610.4pp | 561.29%-659.6pp |
| Employer contribution / active EE | $668 | $3,069-78.2% | $2,731-75.5% | $4,660-85.7% |
| Participant deferral / active EE | $1,205 | $4,783-74.8% | $4,000-69.9% | $6,688-82.0% |
| Admin fee / account holder | $1,118 | $5,539-79.8% | $3,998-72.0% | $13,397-91.7% |