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 9-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 | $72,143 | $65,365+10.4% | $92,893-22.3% | $72,985-1.2% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | -5.11% | 42.10%-47.2pp | 109.41%-114.5pp | 81.00%-86.1pp |
| Employer contribution / active EE | $7,376 | $2,594+184.3% | $3,653+101.9% | $2,440+202.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,292 | $4,251-46.1% | $5,794-60.4% | $5,124-55.3% |