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 7-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 | $30,724 | $78,672-60.9% | $109,143-71.8% | $85,850-64.2% |
| Participation rate | 90.6% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | -59.56% | 25.09%-84.6pp | 25.75%-85.3pp | 318.53%-378.1pp |
| Employer contribution / active EE | $7,471 | $2,735+173.2% | $3,722+100.7% | $2,565+191.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,661 | $5,469-14.8% | $6,752-31.0% | $6,260-25.5% |