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 | $22,615 | $27,915-19.0% | $58,482-61.3% | $75,163-69.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | -5.93% | 44.20%-50.1pp | 4239.32%-4245.2pp | 160.62%-166.5pp |
| Employer contribution / active EE | $3,773 | $669+463.9% | $1,053+258.2% | $2,670+41.3% |
| Participant deferral / active EE | $2,265 | $1,201+88.5% | $1,924+17.7% | $4,125-45.1% |
| Admin fee / account holder | $548 | $1,726-68.3% | $2,516-78.2% | $5,651-90.3% |