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 10-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 | $39,975 | $59,805-33.2% | $79,550-49.7% | $68,494-41.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.60% | -12.30%-8.3pp | 0.16%-20.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,604 | $1,505+73.0% | $2,413+7.9% | $2,596+0.3% |
| Participant deferral / active EE | $1,546 | $3,024-48.9% | $3,985-61.2% | $4,027-61.6% |
| Admin fee / account holder | $1,414 | $4,835-70.7% | $6,832-79.3% | $5,403-73.8% |