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 | $68,631 | $138,065-50.3% | $123,544-44.4% | $135,375-49.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.28% | 153.68%-166.0pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $11,098 | $5,151+115.4% | $4,628+139.8% | $4,779+132.2% |
| Participant deferral / active EE | $13,925 | $6,799+104.8% | $6,426+116.7% | $5,609+148.3% |
| Admin fee / account holder | $30,695 | $10,916+181.2% | $9,284+230.6% | $10,827+183.5% |