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 | $7,539 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -4.41% | 70.18%-74.6pp | 57.82%-62.2pp | 217.08%-221.5pp |
| Employer contribution / active EE | $760 | $2,918-74.0% | $2,555-70.3% | $4,299-82.3% |
| Participant deferral / active EE | $950 | $5,230-81.8% | $4,581-79.3% | $6,507-85.4% |
| Admin fee / account holder | $1,250 | $9,693-87.1% | $8,261-84.9% | $12,624-90.1% |