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 5-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 | $42,196 | $53,162-20.6% | $91,220-53.7% | $68,494-38.4% |
| Participation rate | 95.6% | 63.2%+32.3pp | 73.2%+22.4pp | 67.9%+27.7pp |
| Annual return | -33.12% | -3.14%-30.0pp | 114.01%-147.1pp | -7.84%-25.3pp |
| Employer contribution / active EE | $8,332 | $1,709+387.4% | $2,850+192.3% | $2,596+220.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,832 | $4,493+7.5% | $5,420-10.8% | $5,403-10.6% |