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 | $12,927 | $45,863-71.8% | $77,024-83.2% | $68,494-81.1% |
| Participation rate | 92.5% | 55.9%+36.6pp | 67.9%+24.6pp | 67.9%+24.6pp |
| Annual return | -21.44% | 1.72%-23.2pp | 42.32%-63.8pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,208 | $1,650-26.8% | $2,812-57.1% | $2,596-53.5% |
| Participant deferral / active EE | $1,768 | $2,962-40.3% | $4,426-60.1% | $4,027-56.1% |
| Admin fee / account holder | $852 | $3,041-72.0% | $5,425-84.3% | $5,403-84.2% |