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 | $15,810 | $99,020-84.0% | $86,590-81.7% | $147,584-89.3% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | -18.19% | 1312.34%-1330.5pp | 964.84%-983.0pp | 578.55%-596.7pp |
| Employer contribution / active EE | $622 | $3,132-80.1% | $2,839-78.1% | $4,876-87.2% |
| Participant deferral / active EE | $2,735 | $3,972-31.1% | $3,609-24.2% | $5,439-49.7% |
| Admin fee / account holder | $4,465 | $5,710-21.8% | $4,906-9.0% | $10,885-59.0% |