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 | $6,073 | $27,641-78.0% | $61,373-90.1% | $68,494-91.1% |
| Participation rate | 87.1% | 39.5%+47.6pp | 52.6%+34.5pp | 67.9%+19.2pp |
| Annual return | -26.21% | -13.24%-13.0pp | 338.61%-364.8pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,936 | $695+178.4% | $1,159+67.0% | $2,596-25.4% |
| Participant deferral / active EE | $1,972 | $1,263+56.1% | $2,125-7.2% | $4,027-51.0% |
| Admin fee / account holder | $304 | $2,010-84.9% | $2,130-85.7% | $5,403-94.4% |