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 | $35,626 | $91,407-61.0% | $135,903-73.8% | $71,457-50.1% |
| Participation rate | 98.3% | 75.7%+22.6pp | 81.9%+16.4pp | 67.9%+30.4pp |
| Annual return | -20.99% | 29.90%-50.9pp | 68.23%-89.2pp | 28.85%-49.8pp |
| Employer contribution / active EE | $2,970 | $3,703-19.8% | $4,856-38.8% | $2,588+14.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,476 | $1,266+16.6% | $10,762-86.3% | $1,587-7.0% |