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 | $28,364 | $82,664-65.7% | $125,339-77.4% | $68,494-58.6% |
| Participation rate | 79.3% | 75.0%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $14,240 | $3,381+321.2% | $4,814+195.8% | $2,596+448.5% |
| Participant deferral / active EE | $3,752 | $6,110-38.6% | $7,446-49.6% | $4,027-6.8% |
| Admin fee / account holder | $1,902 | $6,275-69.7% | $10,010-81.0% | $5,403-64.8% |