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 | $88,751-90.0% | $81,812-89.1% | $145,922-93.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | -19.12% | 1025.40%-1044.5pp | 773.79%-792.9pp | 561.29%-580.4pp |
| Employer contribution / active EE | $816 | $3,083-73.5% | $2,912-72.0% | $4,660-82.5% |
| Participant deferral / active EE | $2,490 | $4,643-46.4% | $4,319-42.3% | $6,688-62.8% |
| Admin fee / account holder | $11,452 | $8,415+36.1% | $7,386+55.0% | $13,397-14.5% |