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 9-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 | $9,247 | $93,024-90.1% | $77,024-88.0% | $134,475-93.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.73% | 62.60%-90.3pp | 42.32%-70.0pp | 417.96%-445.7pp |
| Employer contribution / active EE | $1,438 | $3,418-57.9% | $2,812-48.9% | $4,740-69.7% |
| Participant deferral / active EE | $2,387 | $5,238-54.4% | $4,426-46.1% | $6,400-62.7% |
| Admin fee / account holder | $379 | $6,944-94.5% | $5,425-93.0% | $11,426-96.7% |