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 9-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 | $34,847 | $83,908-58.5% | $68,509-49.1% | $125,391-72.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -5.76% | 14.48%-20.2pp | 8.27%-14.0pp | 282.22%-288.0pp |
| Employer contribution / active EE | $1,858 | $3,031-38.7% | $2,278-18.4% | $4,866-61.8% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,080 | $8,982-76.8% | $5,275-60.6% | $9,540-78.2% |