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 | $14,339 | $54,350-73.6% | $82,719-82.7% | $68,494-79.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.63% | -13.67%-6.0pp | 701.18%-720.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,516 | $2,218+13.4% | $3,009-16.4% | $2,596-3.1% |
| Participant deferral / active EE | $4,138 | $3,246+27.5% | $4,395-5.9% | $4,027+2.7% |
| Admin fee / account holder | $355 | $4,395-91.9% | $5,329-93.3% | $5,403-93.4% |