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 | $45,687 | $56,199-18.7% | $67,652-32.5% | $59,632-23.4% |
| Participation rate | 98.9% | 71.5%+27.4pp | 75.7%+23.2pp | 68.7%+30.2pp |
| Annual return | -7.08% | 18505.31%-18512.4pp | 6625.04%-6632.1pp | 2041.28%-2048.4pp |
| Employer contribution / active EE | $1,287 | $1,614-20.3% | $2,266-43.2% | $2,203-41.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $384 | $3,958-90.3% | $4,821-92.0% | $4,297-91.1% |