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 | $37,224 | $91,190-59.2% | $178,490-79.1% | $79,858-53.4% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | -19.28% | 24.19%-43.5pp | 151.07%-170.4pp | 31.71%-51.0pp |
| Employer contribution / active EE | $8,599 | $3,256+164.1% | $5,011+71.6% | $2,471+248.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,211 | $6,751-67.3% | $13,984-84.2% | $5,306-58.3% |