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 | $30,649 | $48,274-36.5% | $63,517-51.7% | $59,632-48.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -2.69% | -240.79%+238.1pp | -70.30%+67.6pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,074 | $1,586+30.7% | $2,322-10.7% | $2,203-5.8% |
| Participant deferral / active EE | $3,575 | $2,343+52.6% | $2,953+21.1% | $3,192+12.0% |
| Admin fee / account holder | $750 | $3,600-79.2% | $5,892-87.3% | $4,297-82.5% |