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 | $12,905 | $54,350-76.3% | $82,719-84.4% | $68,494-81.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.16% | -13.67%-6.5pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,786 | $2,218+70.7% | $3,009+25.8% | $2,596+45.8% |
| Participant deferral / active EE | $2,703 | $3,246-16.7% | $4,395-38.5% | $4,027-32.9% |
| Admin fee / account holder | $1,011 | $4,395-77.0% | $5,329-81.0% | $5,403-81.3% |