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 | $97,143 | $112,096-13.3% | $95,952+1.2% | $158,922-38.9% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | -7.42% | 171.09%-178.5pp | 91.61%-99.0pp | 302.83%-310.2pp |
| Employer contribution / active EE | $12,470 | $3,198+289.9% | $2,541+390.8% | $4,761+161.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,445 | $10,130-26.5% | $6,795+9.6% | $11,246-33.8% |