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 | $27,954 | $56,114-50.2% | $96,139-70.9% | $85,850-67.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | -6.01% | 42.30%-48.3pp | 191.94%-198.0pp | 318.53%-324.5pp |
| Employer contribution / active EE | $892 | $1,620-45.0% | $2,797-68.1% | $2,565-65.2% |
| Participant deferral / active EE | $2,577 | $2,859-9.9% | $4,349-40.7% | $3,952-34.8% |
| Admin fee / account holder | $1,907 | $3,768-49.4% | $5,537-65.6% | $6,260-69.5% |