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 6-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 | $8,349 | $27,641-69.8% | $61,373-86.4% | $68,494-87.8% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -28.77% | -13.24%-15.5pp | 338.61%-367.4pp | -7.84%-20.9pp |
| Employer contribution / active EE | $2,729 | $695+292.4% | $1,159+135.4% | $2,596+5.1% |
| Participant deferral / active EE | $2,558 | $1,263+102.5% | $2,125+20.4% | $4,027-36.5% |
| Admin fee / account holder | $372 | $2,010-81.5% | $2,130-82.5% | $5,403-93.1% |