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 | $22,660 | $105,859-78.6% | $90,160-74.9% | $147,584-84.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -67.08% | 37.63%-104.7pp | 34.88%-102.0pp | 578.55%-645.6pp |
| Employer contribution / active EE | $15,201 | $4,126+268.4% | $3,318+358.1% | $4,876+211.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $500 | $8,046-93.8% | $5,943-91.6% | $10,885-95.4% |