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 | $91,223 | $109,881-17.0% | $150,045-39.2% | $84,808+7.6% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | -36.97% | 28.25%-65.2pp | 62.55%-99.5pp | 40.90%-77.9pp |
| Employer contribution / active EE | $30,951 | $3,561+769.1% | $4,693+559.5% | $2,631+1076.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $25,591 | $8,568+198.7% | $13,435+90.5% | $7,344+248.5% |