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 | $22,442 | $92,222-75.7% | $76,768-70.8% | $135,375-83.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 5.46%-14.6pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,413 | $3,216-56.1% | $2,485-43.1% | $4,779-70.4% |
| Participant deferral / active EE | $2,675 | $4,509-40.7% | $3,852-30.6% | $5,609-52.3% |
| Admin fee / account holder | $542 | $10,748-95.0% | $6,675-91.9% | $10,827-95.0% |