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 | $74,000 | $104,486-29.2% | $76,817-3.7% | $152,861-51.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -13.90% | 1013.37%-1027.3pp | 1166.11%-1180.0pp | 345.32%-359.2pp |
| Employer contribution / active EE | $5,227 | $3,116+67.8% | $2,302+127.1% | $4,762+9.8% |
| Participant deferral / active EE | $3,567 | $4,236-15.8% | $3,336+6.9% | $5,850-39.0% |
| Admin fee / account holder | $613 | $12,275-95.0% | $6,420-90.5% | $11,596-94.7% |