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 | $30,907 | $54,726-43.5% | $68,793-55.1% | $64,186-51.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -45.69% | -1.62%-44.1pp | -4.63%-41.1pp | 7.63%-53.3pp |
| Employer contribution / active EE | $3,471 | $1,846+88.0% | $2,625+32.2% | $2,381+45.8% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,862 | $4,027+467.7% | $5,131+345.6% | $4,888+367.7% |