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 8-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 | $7,555 | $31,352-75.9% | - | $85,850-91.2% |
| Participation rate | 73.1% | 45.3%+27.8pp | - | 69.3%+3.8pp |
| Annual return | -39.10% | 13.84%-52.9pp | - | 318.53%-357.6pp |
| Employer contribution / active EE | $180 | $1,148-84.3% | - | $2,565-93.0% |
| Participant deferral / active EE | $1,451 | $1,188+22.1% | - | $3,952-63.3% |
| Admin fee / account holder | $730 | $2,529-71.1% | - | $6,260-88.3% |