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 | $50,001 | $71,883-30.4% | $86,677-42.3% | $68,494-27.0% |
| Participation rate | 95.7% | 72.2%+23.5pp | 76.6%+19.2pp | 67.9%+27.9pp |
| Annual return | -50.77% | 3.52%-54.3pp | 35.91%-86.7pp | -7.84%-42.9pp |
| Employer contribution / active EE | $4,408 | $2,173+102.8% | $2,836+55.4% | $2,596+69.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,362 | $6,112-77.7% | $7,493-81.8% | $5,403-74.8% |