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 | $28,760 | $102,966-72.1% | $90,281-68.1% | $152,861-81.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -1.85% | 95.16%-97.0pp | 78.10%-79.9pp | 345.32%-347.2pp |
| Employer contribution / active EE | $4,848 | $3,139+54.4% | $2,854+69.8% | $4,762+1.8% |
| Participant deferral / active EE | $1,240 | $4,281-71.0% | $3,885-68.1% | $5,850-78.8% |
| Admin fee / account holder | $60,735 | $6,171+884.2% | $5,351+1035.0% | $11,596+423.7% |