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 | $0 | $498,888-100.0% | $565,078-100.0% | $498,888-100.0% |
| Participation rate | 100.0% | 90.2%+9.8pp | 100.0%0pp | 90.2%+9.8pp |
| Annual return | -43.94% | 8.46%-52.4pp | 4.03%-48.0pp | 8.46%-52.4pp |
| Employer contribution / active EE | $9,833 | $28,233-65.2% | $41,595-76.4% | $28,233-65.2% |
| Participant deferral / active EE | $7,833 | $11,296-30.7% | $15,545-49.6% | $11,296-30.7% |
| Admin fee / account holder | $884,288 | $67,015+1219.5% | $297,465+197.3% | $67,015+1219.5% |