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 | $19,846 | $54,350-63.5% | $82,719-76.0% | $68,494-71.0% |
| Participation rate | 95.5% | 63.9%+31.5pp | 72.6%+22.9pp | 67.9%+27.6pp |
| Annual return | -24.89% | -13.67%-11.2pp | 701.18%-726.1pp | -7.84%-17.0pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,498 | $3,246-23.0% | $4,395-43.2% | $4,027-38.0% |
| Admin fee / account holder | $2,016 | $4,395-54.1% | $5,329-62.2% | $5,403-62.7% |