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 | $57,807 | $97,757-40.9% | $83,848-31.1% | $135,375-57.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.31% | 1287.37%-1314.7pp | 850.88%-878.2pp | 519.73%-547.0pp |
| Employer contribution / active EE | $31,891 | $4,222+655.4% | $3,631+778.3% | $4,779+567.3% |
| Participant deferral / active EE | $12,500 | $4,682+167.0% | $4,082+206.3% | $5,609+122.9% |
| Admin fee / account holder | $1,056 | $6,674-84.2% | $5,478-80.7% | $10,827-90.3% |