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 | $35,009 | $91,190-61.6% | $178,490-80.4% | $79,858-56.2% |
| Participation rate | 76.5% | 69.2%+7.3pp | 81.9%-5.5pp | 69.6%+6.8pp |
| Annual return | -0.46% | 24.19%-24.7pp | 151.07%-151.5pp | 31.71%-32.2pp |
| Employer contribution / active EE | $2,759 | $3,256-15.2% | $5,011-44.9% | $2,471+11.7% |
| Participant deferral / active EE | $1,812 | $3,236-44.0% | $5,202-65.2% | $3,740-51.5% |
| Admin fee / account holder | $45,777 | $6,751+578.1% | $13,984+227.4% | $5,306+762.7% |