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 9-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 | $12,552 | $100,852-87.6% | $90,404-86.1% | $158,922-92.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | -5.00% | 1724.20%-1729.2pp | 1293.02%-1298.0pp | 302.83%-307.8pp |
| Employer contribution / active EE | $572 | $3,689-84.5% | $3,262-82.5% | $4,761-88.0% |
| Participant deferral / active EE | $1,744 | $4,348-59.9% | $3,963-56.0% | $5,982-70.8% |
| Admin fee / account holder | $14,734 | $6,501+126.6% | $5,611+162.6% | $11,246+31.0% |