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 | $0 | $138,065-100.0% | $123,544-100.0% | $135,375-100.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -109.46% | 153.68%-263.1pp | 119.20%-228.7pp | 519.73%-629.2pp |
| Employer contribution / active EE | $2,035 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $7,727 | $6,799+13.6% | $6,426+20.3% | $5,609+37.8% |
| Admin fee / account holder | $3,696 | $10,916-66.1% | $9,284-60.2% | $10,827-65.9% |