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 | $8,991 | $45,863-80.4% | $77,024-88.3% | $68,494-86.9% |
| Participation rate | 80.6% | 55.9%+24.7pp | 67.9%+12.7pp | 67.9%+12.8pp |
| Annual return | -26.26% | 1.72%-28.0pp | 42.32%-68.6pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,674 | $1,650+1.5% | $2,812-40.5% | $2,596-35.5% |
| Participant deferral / active EE | $1,717 | $2,962-42.0% | $4,426-61.2% | $4,027-57.4% |
| Admin fee / account holder | $641 | $3,041-78.9% | $5,425-88.2% | $5,403-88.1% |