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 | $17,028 | $63,764-73.3% | $81,930-79.2% | $79,858-78.7% |
| Participation rate | 96.9% | 67.5%+29.4pp | 72.0%+24.9pp | 69.6%+27.2pp |
| Annual return | -51.24% | 22.66%-73.9pp | 29.49%-80.7pp | 31.71%-83.0pp |
| Employer contribution / active EE | $10,207 | $1,795+468.5% | $4,310+136.8% | $2,471+313.1% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,053 | $4,426-31.0% | $5,158-40.8% | $5,306-42.5% |