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 | $41,828 | $77,813-46.2% | $123,544-66.1% | $64,186-34.8% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.3pp | 69.6%+28.1pp |
| Annual return | -29.16% | 12.48%-41.6pp | 119.20%-148.4pp | 7.63%-36.8pp |
| Employer contribution / active EE | $4,986 | $3,014+65.4% | $4,628+7.7% | $2,381+109.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $543 | $5,519-90.2% | $9,284-94.2% | $4,888-88.9% |