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 | $33,453 | $56,484-40.8% | $169,463-80.3% | $64,186-47.9% |
| Participation rate | 96.8% | 64.5%+32.3pp | 77.8%+19.0pp | 69.6%+27.3pp |
| Annual return | -57.87% | -1.55%-56.3pp | 1.83%-59.7pp | 7.63%-65.5pp |
| Employer contribution / active EE | $4,919 | $1,832+168.4% | $4,159+18.3% | $2,381+106.6% |
| Participant deferral / active EE | $4,740 | $3,448+37.5% | $5,277-10.2% | $3,470+36.6% |
| Admin fee / account holder | $18,714 | $4,174+348.3% | $9,109+105.4% | $4,888+282.9% |