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 9-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 | $21,479 | $48,265-55.5% | $68,791-68.8% | $68,494-68.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -23.91% | -12.71%-11.2pp | -6.38%-17.5pp | -7.84%-16.1pp |
| Employer contribution / active EE | $5,393 | $1,829+194.9% | $2,655+103.1% | $2,596+107.7% |
| Participant deferral / active EE | $2,525 | $2,867-11.9% | $3,941-35.9% | $4,027-37.3% |
| Admin fee / account holder | $871 | $4,355-80.0% | $4,932-82.3% | $5,403-83.9% |