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 | $7,978 | $27,641-71.1% | $61,373-87.0% | $68,494-88.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.89% | -13.24%-8.7pp | 338.61%-360.5pp | -7.84%-14.0pp |
| Employer contribution / active EE | $672 | $695-3.4% | $1,159-42.1% | $2,596-74.1% |
| Participant deferral / active EE | $1,100 | $1,263-13.0% | $2,125-48.3% | $4,027-72.7% |
| Admin fee / account holder | $725 | $2,010-64.0% | $2,130-66.0% | $5,403-86.6% |