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 | $11,467 | $102,966-88.9% | $90,281-87.3% | $152,861-92.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -11.23% | 95.16%-106.4pp | 78.10%-89.3pp | 345.32%-356.6pp |
| Employer contribution / active EE | $920 | $3,139-70.7% | $2,854-67.8% | $4,762-80.7% |
| Participant deferral / active EE | $1,797 | $4,281-58.0% | $3,885-53.7% | $5,850-69.3% |
| Admin fee / account holder | $3,239 | $6,171-47.5% | $5,351-39.5% | $11,596-72.1% |