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 | $70,378 | $42,894+64.1% | $60,874+15.6% | $68,494+2.7% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -20.27% | -13.98%-6.3pp | 16.90%-37.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $5,471 | $1,978+176.6% | $2,701+102.5% | $2,596+110.7% |
| Participant deferral / active EE | $3,609 | $2,867+25.9% | $3,817-5.4% | $4,027-10.4% |
| Admin fee / account holder | $1,101 | $3,101-64.5% | $3,224-65.8% | $5,403-79.6% |