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 5-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 | $54,213 | $99,640-45.6% | $86,436-37.3% | $134,475-59.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.48% | 6782.58%-6824.1pp | 4394.89%-4436.4pp | 417.96%-459.4pp |
| Employer contribution / active EE | $28,567 | $4,400+549.2% | $3,769+658.0% | $4,740+502.7% |
| Participant deferral / active EE | $17,000 | $7,246+134.6% | $6,952+144.5% | $6,400+165.6% |
| Admin fee / account holder | $348 | $8,371-95.8% | $6,731-94.8% | $11,426-97.0% |