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 | $8,902 | $88,710-90.0% | $81,783-89.1% | $145,959-93.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | -19.12% | 1027.26%-1046.4pp | 775.05%-794.2pp | 561.95%-581.1pp |
| Employer contribution / active EE | $816 | $3,083-73.5% | $2,913-72.0% | $4,661-82.5% |
| Participant deferral / active EE | $2,490 | $4,645-46.4% | $4,320-42.4% | $6,689-62.8% |
| Admin fee / account holder | $11,452 | $8,407+36.2% | $7,380+55.2% | $13,398-14.5% |