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 7-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 | $18,532 | $58,927-68.6% | $76,817-75.9% | $72,985-74.6% |
| Participation rate | 97.6% | 67.3%+30.3pp | 72.1%+25.5pp | 69.5%+28.1pp |
| Annual return | -67.62% | 2305.64%-2373.3pp | 1166.11%-1233.7pp | 81.00%-148.6pp |
| Employer contribution / active EE | $7,394 | $1,787+313.8% | $2,302+221.2% | $2,440+203.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,138 | $4,013-21.8% | $6,420-51.1% | $5,124-38.8% |