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 6-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 | $18,632 | $59,805-68.8% | $79,550-76.6% | $68,494-72.8% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -21.57% | -12.30%-9.3pp | 0.16%-21.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $6,813 | $1,505+352.7% | $2,413+182.3% | $2,596+162.4% |
| Participant deferral / active EE | $4,893 | $3,024+61.8% | $3,985+22.8% | $4,027+21.5% |
| Admin fee / account holder | $727 | $4,835-85.0% | $6,832-89.4% | $5,403-86.6% |