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 | $5,559 | $27,641-79.9% | $61,373-90.9% | $68,494-91.9% |
| Participation rate | 97.4% | 39.5%+57.9pp | 52.6%+44.9pp | 67.9%+29.5pp |
| Annual return | -21.64% | -13.24%-8.4pp | 338.61%-360.2pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,535 | $695+120.7% | $1,159+32.4% | $2,596-40.9% |
| Participant deferral / active EE | $2,068 | $1,263+63.7% | $2,125-2.7% | $4,027-48.6% |
| Admin fee / account holder | $361 | $2,010-82.0% | $2,130-83.0% | $5,403-93.3% |