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 6-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 | $75,856 | $65,561+15.7% | $86,188-12.0% | $75,163+0.9% |
| Participation rate | 96.3% | 60.5%+35.8pp | 69.0%+27.3pp | 67.2%+29.1pp |
| Annual return | -13.15% | 46.05%-59.2pp | 1168.45%-1181.6pp | 160.62%-173.8pp |
| Employer contribution / active EE | $2,445 | $1,553+57.5% | $2,380+2.7% | $2,670-8.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,213 | $5,474-77.8% | $6,852-82.3% | $5,651-78.5% |