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 | $32,301 | $51,175-36.9% | $70,515-54.2% | $75,163-57.0% |
| Participation rate | 70.7% | 60.9%+9.8pp | 68.3%+2.3pp | 67.2%+3.5pp |
| Annual return | -97.22% | 30.02%-127.2pp | 32.77%-130.0pp | 160.62%-257.8pp |
| Employer contribution / active EE | $28,546 | $1,826+1463.2% | $2,973+860.0% | $2,670+969.2% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,194 | $4,091+75.9% | $6,412+12.2% | $5,651+27.3% |