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 | $29,022 | $46,674-37.8% | $117,472-75.3% | $68,494-57.6% |
| Participation rate | 90.6% | 56.8%+33.8pp | 70.6%+20.0pp | 67.9%+22.7pp |
| Annual return | -19.33% | -14.52%-4.8pp | 29.74%-49.1pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,614 | $1,505+73.7% | $4,176-37.4% | $2,596+0.7% |
| Participant deferral / active EE | $4,552 | $2,636+72.7% | $4,070+11.8% | $4,027+13.0% |
| Admin fee / account holder | $419 | $4,020-89.6% | $5,645-92.6% | $5,403-92.2% |