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 4-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 | $167,563 | $82,664+102.7% | $125,339+33.7% | $68,494+144.6% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -20.39% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $27,429 | $3,381+711.3% | $4,814+469.8% | $2,596+956.5% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,551 | $6,275-43.4% | $10,010-64.5% | $5,403-34.3% |