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 4-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 | $11,706 | $57,016-79.5% | $84,966-86.2% | $80,856-85.5% |
| Participation rate | 92.0% | 56.3%+35.7pp | 67.5%+24.5pp | 67.6%+24.4pp |
| Annual return | -83.61% | 21.66%-105.3pp | 66.38%-150.0pp | 35.59%-119.2pp |
| Employer contribution / active EE | $10,447 | $1,798+481.2% | $2,727+283.1% | $2,755+279.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,439 | $4,980-51.0% | $6,149-60.3% | $6,918-64.7% |