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 3-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 | $9,945 | $101,618-90.2% | $93,063-89.3% | $137,256-92.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -9.52% | 223.95%-233.5pp | 34.15%-43.7pp | 220.34%-229.9pp |
| Employer contribution / active EE | $907 | $2,707-66.5% | $2,476-63.4% | $4,156-78.2% |
| Participant deferral / active EE | $1,941 | $4,279-54.6% | $3,958-51.0% | $6,407-69.7% |
| Admin fee / account holder | $2,244 | $6,198-63.8% | $6,033-62.8% | $12,270-81.7% |