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 7-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 | $46,570 | $27,915+66.8% | $58,482-20.4% | $75,163-38.0% |
| Participation rate | 89.2% | 38.8%+50.4pp | 50.9%+38.3pp | 67.2%+22.0pp |
| Annual return | -15.43% | 44.20%-59.6pp | 4239.32%-4254.8pp | 160.62%-176.1pp |
| Employer contribution / active EE | $6,373 | $669+852.6% | $1,053+505.1% | $2,670+138.7% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,827 | $1,726+63.8% | $2,516+12.4% | $5,651-50.0% |