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 3-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 | $39,894 | $102,317-61.0% | $146,958-72.9% | $80,856-50.7% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.2%+14.3pp | 67.6%+28.9pp |
| Annual return | -25.12% | 134.76%-159.9pp | 418.34%-443.5pp | 35.59%-60.7pp |
| Employer contribution / active EE | $16,465 | $3,713+343.4% | $4,933+233.8% | $2,755+497.7% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,416 | $7,941+56.3% | $12,998-4.5% | $6,918+79.5% |