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 | $106,042 | $100,326+5.7% | $180,183-41.1% | $84,808+25.0% |
| Participation rate | 97.6% | 71.0%+26.6pp | 77.4%+20.1pp | 68.3%+29.2pp |
| Annual return | -13.89% | 17.86%-31.7pp | 27.86%-41.8pp | 40.90%-54.8pp |
| Employer contribution / active EE | $16,815 | $3,269+414.4% | $5,039+233.7% | $2,631+539.1% |
| Participant deferral / active EE | $0 | $5,066-100.0% | $6,822-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,465 | $9,674-43.5% | $19,975-72.6% | $7,344-25.6% |