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 4-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 | $38,721 | $91,538-57.7% | $129,995-70.2% | $75,163-48.5% |
| Participation rate | 91.9% | 71.4%+20.5pp | 78.5%+13.4pp | 67.2%+24.7pp |
| Annual return | -60.39% | -631.11%+570.7pp | -137.18%+76.8pp | 160.62%-221.0pp |
| Employer contribution / active EE | $16,615 | $2,845+484.0% | $4,320+284.6% | $2,670+522.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,653 | $6,790-16.7% | $10,614-46.7% | $5,6510% |