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 10-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 | $48,152 | $57,354-16.0% | $83,848-42.6% | $64,186-25.0% |
| Participation rate | 76.8% | 68.6%+8.2pp | 76.1%+0.6pp | 69.6%+7.2pp |
| Annual return | -59.83% | 11.38%-71.2pp | 850.88%-910.7pp | 7.63%-67.5pp |
| Employer contribution / active EE | $1,170 | $2,545-54.0% | $3,631-67.8% | $2,381-50.9% |
| Participant deferral / active EE | $2,180 | $2,993-27.2% | $4,082-46.6% | $3,470-37.2% |
| Admin fee / account holder | $15,461 | $4,046+282.2% | $5,478+182.2% | $4,888+216.3% |