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 | $7,724 | $27,641-72.1% | $61,373-87.4% | $68,494-88.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -25.48% | -13.24%-12.2pp | 338.61%-364.1pp | -7.84%-17.6pp |
| Employer contribution / active EE | $3,104 | $695+346.3% | $1,159+167.7% | $2,596+19.5% |
| Participant deferral / active EE | $2,362 | $1,263+87.0% | $2,125+11.1% | $4,027-41.4% |
| Admin fee / account holder | $409 | $2,010-79.7% | $2,130-80.8% | $5,403-92.4% |