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 | $168,537 | $81,900+105.8% | $119,609+40.9% | $68,494+146.1% |
| Participation rate | 82.1% | 71.9%+10.3pp | 79.3%+2.9pp | 67.9%+14.3pp |
| Annual return | -20.58% | -23.82%+3.2pp | -14.97%-5.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,880 | $4,148+258.7% | $5,602+165.6% | $4,027+269.5% |
| Admin fee / account holder | $6,023 | $6,582-8.5% | $10,323-41.7% | $5,403+11.5% |