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 | $10,082 | $32,117-68.6% | $71,086-85.8% | $64,186-84.3% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -19.02% | -5.57%-13.4pp | 650.59%-669.6pp | 7.63%-26.7pp |
| Employer contribution / active EE | $1,042 | $712+46.3% | $1,088-4.2% | $2,381-56.2% |
| Participant deferral / active EE | $3,481 | $1,263+175.6% | $1,874+85.7% | $3,470+0.3% |
| Admin fee / account holder | $478 | $2,759-82.7% | $3,082-84.5% | $4,888-90.2% |