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 | $69,970 | $90,600-22.8% | $79,464-11.9% | $135,375-48.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.39% | 977.43%-988.8pp | 718.14%-729.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $8,944 | $3,068+191.5% | $2,800+219.4% | $4,779+87.2% |
| Participant deferral / active EE | $16,675 | $4,050+311.7% | $3,704+350.2% | $5,609+197.3% |
| Admin fee / account holder | $1,445 | $5,907-75.5% | $5,113-71.7% | $10,827-86.7% |