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 | $12,096 | $73,867-83.6% | $143,757-91.6% | $68,494-82.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.26% | 1.01%-23.3pp | -0.04%-22.2pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,622 | $3,184-49.1% | $4,951-67.2% | $2,596-37.5% |
| Participant deferral / active EE | $1,207 | $3,384-64.3% | $5,637-78.6% | $4,027-70.0% |
| Admin fee / account holder | $820 | $5,755-85.7% | $14,673-94.4% | $5,403-84.8% |