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 | $26,515 | $65,365-59.4% | $92,893-71.5% | $72,985-63.7% |
| Participation rate | 98.4% | 68.3%+30.1pp | 76.0%+22.4pp | 69.5%+28.9pp |
| Annual return | -98.87% | 42.10%-141.0pp | 109.41%-208.3pp | 81.00%-179.9pp |
| Employer contribution / active EE | $27,186 | $2,594+948.0% | $3,653+644.3% | $2,440+1014.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,931 | $4,251+157.1% | $5,794+88.7% | $5,124+113.3% |