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 | $57,233 | $49,451+15.7% | $79,550-28.1% | $66,914-14.5% |
| Participation rate | 94.9% | 61.3%+33.6pp | 69.5%+25.4pp | 69.8%+25.1pp |
| Annual return | -19.81% | 84.25%-104.1pp | 0.16%-20.0pp | 1.58%-21.4pp |
| Employer contribution / active EE | $5,847 | $1,266+362.0% | $2,413+142.3% | $2,544+129.8% |
| Participant deferral / active EE | $3,222 | $3,159+2.0% | $3,985-19.1% | $4,237-24.0% |
| Admin fee / account holder | $1,280 | $595+115.2% | $6,832-81.3% | $593+115.7% |