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 | $15,235 | $42,894-64.5% | $60,874-75.0% | $68,494-77.8% |
| Participation rate | 95.6% | 66.8%+28.8pp | 73.1%+22.4pp | 67.9%+27.7pp |
| Annual return | -22.68% | -13.98%-8.7pp | 16.90%-39.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,979 | $1,978+0.1% | $2,701-26.7% | $2,596-23.8% |
| Participant deferral / active EE | $4,210 | $2,867+46.9% | $3,817+10.3% | $4,027+4.5% |
| Admin fee / account holder | $622 | $3,101-79.9% | $3,224-80.7% | $5,403-88.5% |