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 | $77,475 | $27,641+180.3% | $61,373+26.2% | $68,494+13.1% |
| Participation rate | 70.0% | 39.5%+30.5pp | 52.6%+17.4pp | 67.9%+2.1pp |
| Annual return | -27.61% | -13.24%-14.4pp | 338.61%-366.2pp | -7.84%-19.8pp |
| Employer contribution / active EE | $538 | $695-22.6% | $1,159-53.6% | $2,596-79.3% |
| Participant deferral / active EE | $2,921 | $1,263+131.3% | $2,125+37.5% | $4,027-27.5% |
| Admin fee / account holder | $11,692 | $2,010+481.7% | $2,130+449.0% | $5,403+116.4% |