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 6-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 | $24,887 | $45,863-45.7% | $77,024-67.7% | $68,494-63.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -35.33% | 1.72%-37.1pp | 42.32%-77.6pp | -7.84%-27.5pp |
| Employer contribution / active EE | $15,776 | $1,650+856.3% | $2,812+461.0% | $2,596+507.6% |
| Participant deferral / active EE | $5,868 | $2,962+98.1% | $4,426+32.6% | $4,027+45.7% |
| Admin fee / account holder | $671 | $3,041-77.9% | $5,425-87.6% | $5,403-87.6% |