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 3-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 | $31,181 | $127,386-75.5% | $115,037-72.9% | $125,391-75.1% |
| Participation rate | 95.8% | 84.2%+11.7pp | 81.4%+14.5pp | 83.2%+12.6pp |
| Annual return | -17.24% | 31.28%-48.5pp | 26.14%-43.4pp | 282.22%-299.5pp |
| Employer contribution / active EE | $8,815 | $5,166+70.6% | $4,608+91.3% | $4,866+81.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11,734 | $9,516+23.3% | $8,175+43.5% | $9,540+23.0% |