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 | $48,088 | $56,199-14.4% | $67,652-28.9% | $59,632-19.4% |
| Participation rate | 98.1% | 71.5%+26.6pp | 75.7%+22.4pp | 68.7%+29.4pp |
| Annual return | -11.36% | 18505.31%-18516.7pp | 6625.04%-6636.4pp | 2041.28%-2052.6pp |
| Employer contribution / active EE | $4,554 | $1,614+182.0% | $2,266+101.0% | $2,203+106.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,159 | $3,958-70.7% | $4,821-76.0% | $4,297-73.0% |