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 | $54,202 | $59,107-8.3% | $86,436-37.3% | $68,494-20.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -19.31% | -0.23%-19.1pp | 4394.89%-4414.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $5,134 | $2,519+103.8% | $3,769+36.2% | $2,596+97.8% |
| Participant deferral / active EE | $13,364 | $5,901+126.5% | $6,952+92.2% | $4,027+231.8% |
| Admin fee / account holder | $7,264 | $5,637+28.9% | $6,731+7.9% | $5,403+34.4% |