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 | $11,763 | $39,798-70.4% | $67,711-82.6% | $59,632-80.3% |
| Participation rate | 98.2% | 57.4%+40.9pp | 67.5%+30.7pp | 68.7%+29.5pp |
| Annual return | -33.03% | 89.94%-123.0pp | 25.41%-58.4pp | 2041.28%-2074.3pp |
| Employer contribution / active EE | $179 | $1,393-87.2% | $2,559-93.0% | $2,203-91.9% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,020 | $3,212-68.2% | $4,255-76.0% | $4,297-76.3% |