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 | $17,705 | $51,576-65.7% | $129,207-86.3% | $80,856-78.1% |
| Participation rate | 96.6% | 57.0%+39.6pp | 69.6%+26.9pp | 67.6%+28.9pp |
| Annual return | -45.65% | 20.81%-66.5pp | 9417.33%-9463.0pp | 35.59%-81.2pp |
| Employer contribution / active EE | $1,768 | $1,584+11.6% | $4,153-57.4% | $2,755-35.8% |
| Participant deferral / active EE | $2,805 | $2,669+5.1% | $4,168-32.7% | $4,296-34.7% |
| Admin fee / account holder | $1,071 | $4,305-75.1% | $7,715-86.1% | $6,918-84.5% |