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 | $47,395 | $59,805-20.8% | $79,550-40.4% | $68,494-30.8% |
| Participation rate | 98.0% | 61.1%+36.9pp | 69.5%+28.5pp | 67.9%+30.1pp |
| Annual return | -21.23% | -12.30%-8.9pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $16,834 | $1,505+1018.6% | $2,413+597.6% | $2,596+548.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $943 | $4,835-80.5% | $6,832-86.2% | $5,403-82.5% |