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 8-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 | $28,079 | $165,335-83.0% | $149,696-81.2% | $158,922-82.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -69.27% | 348.15%-417.4pp | 276.60%-345.9pp | 302.83%-372.1pp |
| Employer contribution / active EE | $1,668 | $5,103-67.3% | $4,644-64.1% | $4,761-65.0% |
| Participant deferral / active EE | $18,601 | $7,181+159.0% | $6,842+171.9% | $5,982+210.9% |
| Admin fee / account holder | $32,935 | $10,807+204.8% | $9,309+253.8% | $11,246+192.9% |