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 | $19,734 | $100,754-80.4% | $86,677-77.2% | $134,475-85.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.00% | 29.04%-50.0pp | 35.91%-56.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,980 | $3,489+42.7% | $2,836+75.6% | $4,740+5.1% |
| Participant deferral / active EE | $13,500 | $5,338+152.9% | $4,656+190.0% | $6,400+110.9% |
| Admin fee / account holder | $160,062 | $10,926+1364.9% | $7,493+2036.1% | $11,426+1300.9% |