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 8-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 | $22,053 | $54,350-59.4% | $82,719-73.3% | $68,494-67.8% |
| Participation rate | 75.9% | 63.9%+11.9pp | 72.6%+3.3pp | 67.9%+8.0pp |
| Annual return | -22.61% | -13.67%-8.9pp | 701.18%-723.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,870 | $2,218-15.7% | $3,009-37.8% | $2,596-28.0% |
| Participant deferral / active EE | $10,050 | $3,246+209.6% | $4,395+128.7% | $4,027+149.5% |
| Admin fee / account holder | $1,834 | $4,395-58.3% | $5,329-65.6% | $5,403-66.1% |