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 8-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 | $15,033 | $76,000-80.2% | $154,107-90.2% | $64,186-76.6% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | -9.48% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,060 | $3,351-68.4% | $5,298-80.0% | $2,381-55.5% |
| Participant deferral / active EE | $2,244 | $3,175-29.3% | $5,081-55.8% | $3,470-35.3% |
| Admin fee / account holder | $827 | $5,596-85.2% | $13,411-93.8% | $4,888-83.1% |