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 | $15,233 | $96,305-84.2% | $80,569-81.1% | $139,434-89.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -8.51% | 1350.08%-1358.6pp | 935.43%-943.9pp | 372.94%-381.5pp |
| Employer contribution / active EE | $2,150 | $3,262-34.1% | $2,723-21.1% | $4,751-54.8% |
| Participant deferral / active EE | $903 | $5,232-82.7% | $4,447-79.7% | $6,710-86.5% |
| Admin fee / account holder | $3,378 | $6,599-48.8% | $5,377-37.2% | $11,403-70.4% |