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 8-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 | $154,829 | $81,248+90.6% | $155,509-0.4% | $80,856+91.5% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | -36.16% | 33.31%-69.5pp | 64.67%-100.8pp | 35.59%-71.8pp |
| Employer contribution / active EE | $49,771 | $3,100+1505.4% | $4,672+965.2% | $2,755+1706.7% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15,461 | $7,997+93.3% | $15,912-2.8% | $6,918+123.5% |