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 | $14,600 | $51,175-71.5% | $70,515-79.3% | $75,163-80.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | -16.07% | 30.02%-46.1pp | 32.77%-48.8pp | 160.62%-176.7pp |
| Employer contribution / active EE | $3,648 | $1,826+99.8% | $2,973+22.7% | $2,670+36.6% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,273 | $4,091-68.9% | $6,412-80.1% | $5,651-77.5% |