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 | $217,402-100.0% | $185,823-100.0% | $167,490-100.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -114.49% | 148.36%-262.9pp | 122.05%-236.5pp | 478.56%-593.0pp |
| Employer contribution / active EE | $19,838 | $5,873+237.8% | $5,167+283.9% | $4,837+310.1% |
| Participant deferral / active EE | $20,456 | $6,356+221.8% | $5,568+267.4% | $6,341+222.6% |
| Admin fee / account holder | $1,991 | $19,811-90.0% | $16,237-87.7% | $12,309-83.8% |