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 | $99,633+6.4% | $183,328-42.2% | $82,448+28.6% |
| Participation rate | 97.6% | 70.8%+26.8pp | 77.3%+20.2pp | 68.1%+29.5pp |
| Annual return | -13.89% | 17.84%-31.7pp | 29.67%-43.6pp | 41.64%-55.5pp |
| Employer contribution / active EE | $16,815 | $3,256+416.4% | $5,055+232.6% | $2,551+559.2% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,465 | $9,934-45.0% | $21,427-74.5% | $7,234-24.5% |