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 7-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 | $23,999 | $104,974-77.1% | $95,585-74.9% | $142,382-83.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | -28.63% | 210.33%-239.0pp | 38.56%-67.2pp | 217.08%-245.7pp |
| Employer contribution / active EE | $1,098 | $2,779-60.5% | $2,527-56.6% | $4,299-74.5% |
| Participant deferral / active EE | $2,032 | $4,352-53.3% | $4,023-49.5% | $6,507-68.8% |
| Admin fee / account holder | $8,683 | $6,386+36.0% | $6,127+41.7% | $12,624-31.2% |