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 | $25,413 | $57,354-55.7% | $83,848-69.7% | $64,186-60.4% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.5pp |
| Annual return | -11.45% | 11.38%-22.8pp | 850.88%-862.3pp | 7.63%-19.1pp |
| Employer contribution / active EE | $9,710 | $2,545+281.5% | $3,631+167.4% | $2,381+307.9% |
| Participant deferral / active EE | $3,151 | $2,993+5.3% | $4,082-22.8% | $3,470-9.2% |
| Admin fee / account holder | $1,116 | $4,046-72.4% | $5,478-79.6% | $4,888-77.2% |