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 | $55,549 | $59,774-7.1% | - | $134,475-58.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -22.01% | -10.72%-11.3pp | - | 417.96%-440.0pp |
| Employer contribution / active EE | $1,496 | $2,711-44.8% | - | $4,740-68.4% |
| Participant deferral / active EE | $1,289 | $4,131-68.8% | - | $6,400-79.9% |
| Admin fee / account holder | $99,354 | $4,003+2382.0% | - | $11,426+769.6% |