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 | $0 | $42,894-100.0% | $60,874-100.0% | $68,494-100.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -115.68% | -13.98%-101.7pp | 16.90%-132.6pp | -7.84%-107.8pp |
| Employer contribution / active EE | $1,348 | $1,978-31.9% | $2,701-50.1% | $2,596-48.1% |
| Participant deferral / active EE | $3,024 | $2,867+5.5% | $3,817-20.8% | $4,027-24.9% |
| Admin fee / account holder | $950 | $3,101-69.4% | $3,224-70.5% | $5,403-82.4% |