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 | $6,365 | $32,117-80.2% | $71,086-91.0% | $64,186-90.1% |
| Participation rate | 94.3% | 42.7%+51.6pp | 54.7%+39.6pp | 69.6%+24.7pp |
| Annual return | -18.91% | -5.57%-13.3pp | 650.59%-669.5pp | 7.63%-26.5pp |
| Employer contribution / active EE | $1,052 | $712+47.7% | $1,088-3.3% | $2,381-55.8% |
| Participant deferral / active EE | $2,602 | $1,263+106.1% | $1,874+38.8% | $3,470-25.0% |
| Admin fee / account holder | $495 | $2,759-82.1% | $3,082-83.9% | $4,888-89.9% |