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 6-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 | $8,015 | $101,618-92.1% | $93,063-91.4% | $137,256-94.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -4.06% | 223.95%-228.0pp | 34.15%-38.2pp | 220.34%-224.4pp |
| Employer contribution / active EE | $1,755 | $2,707-35.2% | $2,476-29.1% | $4,156-57.8% |
| Participant deferral / active EE | $6,760 | $4,279+58.0% | $3,958+70.8% | $6,407+5.5% |
| Admin fee / account holder | $14,708 | $6,198+137.3% | $6,033+143.8% | $12,270+19.9% |