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 | $27,359 | $82,664-66.9% | $125,339-78.2% | $68,494-60.1% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -20.35% | -5.97%-14.4pp | 572.05%-592.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $6,589 | $3,381+94.9% | $4,814+36.9% | $2,596+153.8% |
| Participant deferral / active EE | $9,205 | $6,110+50.6% | $7,446+23.6% | $4,027+128.6% |
| Admin fee / account holder | $771 | $6,275-87.7% | $10,010-92.3% | $5,403-85.7% |