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 10-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 | $36,207 | $79,633-54.5% | $93,789-61.4% | $68,494-47.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -21.54% | -0.10%-21.4pp | -11.33%-10.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $23,025 | $3,665+528.2% | $4,323+432.7% | $2,596+786.8% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,568 | $6,871+39.2% | $7,195+33.0% | $5,403+77.1% |