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 | $48,356 | $29,660+63.0% | $56,411-14.3% | $80,856-40.2% |
| Participation rate | 94.6% | 41.6%+52.9pp | 52.5%+42.1pp | 67.6%+27.0pp |
| Annual return | -14.51% | 35.23%-49.7pp | 1701.33%-1715.8pp | 35.59%-50.1pp |
| Employer contribution / active EE | $6,942 | $669+937.1% | $1,039+568.3% | $2,755+152.0% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,475 | $2,428+43.1% | $2,829+22.8% | $6,918-49.8% |