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 | $31,498 | $82,664-61.9% | $125,339-74.9% | $68,494-54.0% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -22.15% | -5.97%-16.2pp | 572.05%-594.2pp | -7.84%-14.3pp |
| Employer contribution / active EE | $5,051 | $3,381+49.4% | $4,814+4.9% | $2,596+94.6% |
| Participant deferral / active EE | $10,112 | $6,110+65.5% | $7,446+35.8% | $4,027+151.1% |
| Admin fee / account holder | $4,328 | $6,275-31.0% | $10,010-56.8% | $5,403-19.9% |