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 | $59,260 | $99,020-40.2% | $86,590-31.6% | $147,584-59.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -25.41% | 1312.34%-1337.7pp | 964.84%-990.2pp | 578.55%-604.0pp |
| Employer contribution / active EE | $10,429 | $3,132+233.0% | $2,839+267.3% | $4,876+113.9% |
| Participant deferral / active EE | $13,801 | $3,972+247.4% | $3,609+282.5% | $5,439+153.8% |
| Admin fee / account holder | $18,706 | $5,710+227.6% | $4,906+281.3% | $10,885+71.8% |