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 8-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 | $39,298 | $89,355-56.0% | $141,162-72.2% | $72,985-46.2% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.3pp | 69.5%+22.3pp |
| Annual return | -14.51% | 111.85%-126.4pp | 71.39%-85.9pp | 81.00%-95.5pp |
| Employer contribution / active EE | $5,505 | $3,114+76.8% | $4,735+16.3% | $2,440+125.6% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $885 | $5,958-85.2% | $10,261-91.4% | $5,124-82.7% |