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 | $30,225 | $65,561-53.9% | $86,188-64.9% | $75,163-59.8% |
| Participation rate | 97.7% | 60.5%+37.2pp | 69.0%+28.8pp | 67.2%+30.5pp |
| Annual return | -54.38% | 46.05%-100.4pp | 1168.45%-1222.8pp | 160.62%-215.0pp |
| Employer contribution / active EE | $17,901 | $1,553+1053.0% | $2,380+652.1% | $2,670+570.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,809 | $5,474-67.0% | $6,852-73.6% | $5,651-68.0% |