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 | $16,438 | $44,850-63.3% | $60,547-72.9% | $59,632-72.4% |
| Participation rate | 94.5% | 59.5%+35.0pp | 68.0%+26.6pp | 68.7%+25.8pp |
| Annual return | -3.13% | 1074.14%-1077.3pp | 335.64%-338.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $342 | $1,462-76.6% | $2,419-85.8% | $2,203-84.5% |
| Participant deferral / active EE | $1,463 | $2,230-34.4% | $3,328-56.0% | $3,192-54.2% |
| Admin fee / account holder | $2,728 | $3,635-25.0% | $4,536-39.9% | $4,297-36.5% |