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 7-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 | $13,185 | $95,862-86.2% | $79,550-83.4% | $134,475-90.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.26% | -2.69%-20.6pp | 0.16%-23.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,493 | $3,128-20.3% | $2,413+3.3% | $4,740-47.4% |
| Participant deferral / active EE | $2,493 | $4,693-46.9% | $3,985-37.4% | $6,400-61.0% |
| Admin fee / account holder | $413 | $9,126-95.5% | $6,832-94.0% | $11,426-96.4% |