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 5-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 | $20,313 | $82,664-75.4% | $125,339-83.8% | $68,494-70.3% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -42.07% | -5.97%-36.1pp | 572.05%-614.1pp | -7.84%-34.2pp |
| Employer contribution / active EE | $11,133 | $3,381+229.3% | $4,814+131.3% | $2,596+328.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,864 | $6,275-38.4% | $10,010-61.4% | $5,403-28.5% |