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 | $50,934 | $105,860-51.9% | $90,749-43.9% | $134,475-62.1% |
| Participation rate | 95.5% | 78.2%+17.2pp | 75.7%+19.8pp | 81.2%+14.2pp |
| Annual return | -53.16% | -11.01%-42.2pp | -12.16%-41.0pp | 417.96%-471.1pp |
| Employer contribution / active EE | $2,225 | $3,462-35.7% | $2,921-23.8% | $4,740-53.1% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $950 | $13,938-93.2% | $8,445-88.8% | $11,426-91.7% |