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 | $18,389 | $75,828-75.7% | $147,614-87.5% | $59,632-69.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.66% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $6,509 | $3,485+86.8% | $5,564+17.0% | $2,203+195.5% |
| Participant deferral / active EE | $4,634 | $3,130+48.0% | $4,895-5.3% | $3,192+45.2% |
| Admin fee / account holder | $1,462 | $5,985-75.6% | $11,611-87.4% | $4,297-66.0% |