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 | $10,413 | $34,308-69.6% | $74,701-86.1% | $72,985-85.7% |
| Participation rate | 96.8% | 42.4%+54.4pp | 54.5%+42.3pp | 69.5%+27.3pp |
| Annual return | -33.36% | 26.58%-59.9pp | 752.92%-786.3pp | 81.00%-114.4pp |
| Employer contribution / active EE | $2,772 | $692+300.7% | $1,084+155.8% | $2,440+13.6% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,173 | $2,124-44.8% | $3,333-64.8% | $5,124-77.1% |