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 | $73,372 | $59,101+24.1% | $77,163-4.9% | $75,163-2.4% |
| Participation rate | 95.0% | 63.9%+31.1pp | 69.6%+25.4pp | 67.2%+27.8pp |
| Annual return | -15.83% | 26.71%-42.5pp | 37.87%-53.7pp | 160.62%-176.4pp |
| Employer contribution / active EE | $6,190 | $1,995+210.3% | $2,535+144.2% | $2,670+131.9% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,556 | $4,774-67.4% | $5,472-71.6% | $5,651-72.5% |