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 | $44,774 | $95,862-53.3% | $79,550-43.7% | $134,475-66.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -23.03% | -2.69%-20.3pp | 0.16%-23.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $8,118 | $3,128+159.5% | $2,413+236.4% | $4,740+71.3% |
| Participant deferral / active EE | $9,056 | $4,693+93.0% | $3,985+127.2% | $6,400+41.5% |
| Admin fee / account holder | $1,393 | $9,126-84.7% | $6,832-79.6% | $11,426-87.8% |