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 | $74,954 | $93,024-19.4% | $77,024-2.7% | $134,475-44.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.55% | 62.60%-88.1pp | 42.32%-67.9pp | 417.96%-443.5pp |
| Employer contribution / active EE | $5,031 | $3,418+47.2% | $2,812+78.9% | $4,740+6.1% |
| Participant deferral / active EE | $14,716 | $5,238+181.0% | $4,426+232.5% | $6,400+129.9% |
| Admin fee / account holder | $624 | $6,944-91.0% | $5,425-88.5% | $11,426-94.5% |