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 | $29,468 | $81,460-63.8% | $103,333-71.5% | $80,856-63.6% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | -23.68% | 25.55%-49.2pp | 24.88%-48.6pp | 35.59%-59.3pp |
| Employer contribution / active EE | $15,651 | $3,105+404.0% | $3,868+304.6% | $2,755+468.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,093 | $6,566-7.2% | $8,355-27.1% | $6,918-11.9% |