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 | $30,317 | $81,460-62.8% | $103,333-70.7% | $80,856-62.5% |
| Participation rate | 98.6% | 66.8%+31.7pp | 74.5%+24.1pp | 67.6%+31.0pp |
| Annual return | -16.82% | 25.55%-42.4pp | 24.88%-41.7pp | 35.59%-52.4pp |
| Employer contribution / active EE | $9,277 | $3,105+198.7% | $3,868+139.8% | $2,755+236.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,543 | $6,566-46.0% | $8,355-57.6% | $6,918-48.8% |