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 7-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 | $13,834 | $73,867-81.3% | $143,757-90.4% | $68,494-79.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -30.91% | 1.01%-31.9pp | -0.04%-30.9pp | -7.84%-23.1pp |
| Employer contribution / active EE | $2,655 | $3,184-16.6% | $4,951-46.4% | $2,596+2.3% |
| Participant deferral / active EE | $4,464 | $3,384+31.9% | $5,637-20.8% | $4,027+10.9% |
| Admin fee / account holder | $875 | $5,755-84.8% | $14,673-94.0% | $5,403-83.8% |