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 | $31,345 | $56,114-44.1% | $96,139-67.4% | $85,850-63.5% |
| Participation rate | 94.8% | 56.7%+38.1pp | 68.4%+26.4pp | 69.3%+25.5pp |
| Annual return | -7.25% | 42.30%-49.6pp | 191.94%-199.2pp | 318.53%-325.8pp |
| Employer contribution / active EE | $3,286 | $1,620+102.9% | $2,797+17.5% | $2,565+28.1% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,892 | $3,768-49.8% | $5,537-65.8% | $6,260-69.8% |