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 | $30,053 | $82,664-63.6% | $125,339-76.0% | $68,494-56.1% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,495 | $3,381-26.2% | $4,814-48.2% | $2,596-3.9% |
| Participant deferral / active EE | $4,383 | $6,110-28.3% | $7,446-41.1% | $4,027+8.8% |
| Admin fee / account holder | $3,691 | $6,275-41.2% | $10,010-63.1% | $5,403-31.7% |