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 | $37,663 | $82,664-54.4% | $125,339-70.0% | $68,494-45.0% |
| Participation rate | 95.6% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -20.08% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $5,460 | $3,381+61.5% | $4,814+13.4% | $2,596+110.3% |
| Participant deferral / active EE | $9,470 | $6,110+55.0% | $7,446+27.2% | $4,027+135.1% |
| Admin fee / account holder | $2,028 | $6,275-67.7% | $10,010-79.7% | $5,403-62.5% |