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 9-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 | $27,189 | $54,350-50.0% | $82,719-67.1% | $68,494-60.3% |
| Participation rate | 88.2% | 63.9%+24.3pp | 72.6%+15.7pp | 67.9%+20.3pp |
| Annual return | -20.93% | -13.67%-7.3pp | 701.18%-722.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $752 | $2,218-66.1% | $3,009-75.0% | $2,596-71.0% |
| Participant deferral / active EE | $2,337 | $3,246-28.0% | $4,395-46.8% | $4,027-42.0% |
| Admin fee / account holder | $817 | $4,395-81.4% | $5,329-84.7% | $5,403-84.9% |