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 8-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 | $8,213 | $49,922-83.5% | $80,569-89.8% | $75,163-89.1% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 6.09% | 34.69%-28.6pp | 935.43%-929.3pp | 160.62%-154.5pp |
| Employer contribution / active EE | $980 | $1,698-42.3% | $2,723-64.0% | $2,670-63.3% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,399 | $3,577-32.9% | $5,377-55.4% | $5,651-57.5% |