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 | $29,205 | $84,527-65.4% | $67,711-56.9% | $125,391-76.7% |
| Participation rate | 88.9% | 74.8%+14.1pp | 67.5%+21.4pp | 83.2%+5.7pp |
| Annual return | -5.33% | 2.57%-7.9pp | 25.41%-30.7pp | 282.22%-287.6pp |
| Employer contribution / active EE | $6,866 | $3,292+108.6% | $2,559+168.3% | $4,866+41.1% |
| Participant deferral / active EE | $9,526 | $4,429+115.1% | $3,585+165.7% | $5,352+78.0% |
| Admin fee / account holder | $313 | $5,340-94.1% | $4,255-92.7% | $9,540-96.7% |