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 | $54,691 | $101,724-46.2% | $164,813-66.8% | $80,856-32.4% |
| Participation rate | 94.8% | 71.8%+23.0pp | 78.6%+16.2pp | 67.6%+27.2pp |
| Annual return | -56.90% | 16.72%-73.6pp | 69.93%-126.8pp | 35.59%-92.5pp |
| Employer contribution / active EE | $14,643 | $2,953+395.8% | $4,341+237.3% | $2,755+431.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,599 | $8,227+16.7% | $12,690-24.4% | $6,918+38.8% |