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 5-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 | $31,202 | $72,177-56.8% | $115,037-72.9% | $59,632-47.7% |
| Participation rate | 71.0% | 72.6%-1.6pp | 81.4%-10.4pp | 68.7%+2.3pp |
| Annual return | -6.85% | 12.02%-18.9pp | 26.14%-33.0pp | 2041.28%-2048.1pp |
| Employer contribution / active EE | $6,098 | $2,841+114.6% | $4,608+32.3% | $2,203+176.9% |
| Participant deferral / active EE | $2,919 | $4,783-39.0% | $6,026-51.6% | $3,192-8.5% |
| Admin fee / account holder | $2,939 | $4,927-40.4% | $8,175-64.1% | $4,297-31.6% |