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 7-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 | $24,810 | $42,894-42.2% | $60,874-59.2% | $68,494-63.8% |
| Participation rate | 93.8% | 66.8%+27.1pp | 73.1%+20.7pp | 67.9%+26.0pp |
| Annual return | -26.83% | -13.98%-12.9pp | 16.90%-43.7pp | -7.84%-19.0pp |
| Employer contribution / active EE | $16,728 | $1,978+745.7% | $2,701+519.2% | $2,596+544.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,039 | $3,101-66.5% | $3,224-67.8% | $5,403-80.8% |