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 8-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 | $26,868 | $42,894-37.4% | $60,874-55.9% | $68,494-60.8% |
| Participation rate | 86.0% | 66.8%+19.2pp | 73.1%+12.9pp | 67.9%+18.1pp |
| Annual return | -20.33% | -13.98%-6.3pp | 16.90%-37.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $6,036 | $1,978+205.1% | $2,701+123.4% | $2,596+132.5% |
| Participant deferral / active EE | $10,961 | $2,867+282.4% | $3,817+187.2% | $4,027+172.2% |
| Admin fee / account holder | $8,024 | $3,101+158.8% | $3,224+148.9% | $5,403+48.5% |