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 6-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 | $39,400 | $95,862-58.9% | $79,550-50.5% | $134,475-70.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -45.01% | -2.69%-42.3pp | 0.16%-45.2pp | 417.96%-463.0pp |
| Employer contribution / active EE | $12,869 | $3,128+311.4% | $2,413+433.3% | $4,740+171.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,078 | $9,126-55.3% | $6,832-40.3% | $11,426-64.3% |