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 8-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 | $24,771 | $92,222-73.1% | $76,768-67.7% | $135,375-81.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.66% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,137 | $3,216-33.5% | $2,485-14.0% | $4,779-55.3% |
| Participant deferral / active EE | $6,184 | $4,509+37.2% | $3,852+60.6% | $5,609+10.3% |
| Admin fee / account holder | $798 | $10,748-92.6% | $6,675-88.0% | $10,827-92.6% |