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 9-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 | $20,644 | $82,664-75.0% | $125,339-83.5% | $68,494-69.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -29.91% | -5.97%-23.9pp | 572.05%-602.0pp | -7.84%-22.1pp |
| Employer contribution / active EE | $1,031 | $3,381-69.5% | $4,814-78.6% | $2,596-60.3% |
| Participant deferral / active EE | $3,393 | $6,110-44.5% | $7,446-54.4% | $4,027-15.8% |
| Admin fee / account holder | $1,032 | $6,275-83.6% | $10,010-89.7% | $5,403-80.9% |