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 5-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 | $91,441 | $82,664+10.6% | $125,339-27.0% | $68,494+33.5% |
| Participation rate | 94.5% | 75.0%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -21.49% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $29,304 | $3,381+766.7% | $4,814+508.8% | $2,596+1028.7% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $14,380 | $6,275+129.2% | $10,010+43.7% | $5,403+166.2% |