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 | $22,600 | $56,897-60.3% | $84,750-73.3% | $62,891-64.1% |
| Participation rate | 97.7% | 68.5%+29.1pp | 76.6%+21.1pp | 69.3%+28.4pp |
| Annual return | -44.96% | 6.30%-51.3pp | 22.78%-67.7pp | 20.14%-65.1pp |
| Employer contribution / active EE | $10,279 | $2,400+328.3% | $3,574+187.6% | $2,281+350.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,140 | $3,581-12.3% | $5,332-41.1% | $4,296-26.9% |