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 | $37,430 | $93,024-59.8% | $77,024-51.4% | $134,475-72.2% |
| Participation rate | 85.0% | 74.5%+10.5pp | 67.9%+17.1pp | 81.2%+3.8pp |
| Annual return | -37.21% | 62.60%-99.8pp | 42.32%-79.5pp | 417.96%-455.2pp |
| Employer contribution / active EE | $1,626 | $3,418-52.4% | $2,812-42.2% | $4,740-65.7% |
| Participant deferral / active EE | $2,222 | $5,238-57.6% | $4,426-49.8% | $6,400-65.3% |
| Admin fee / account holder | $396 | $6,944-94.3% | $5,425-92.7% | $11,426-96.5% |