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 | $16,793 | $45,863-63.4% | $77,024-78.2% | $68,494-75.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -22.59% | 1.72%-24.3pp | 42.32%-64.9pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,503 | $1,650-8.9% | $2,812-46.6% | $2,596-42.1% |
| Participant deferral / active EE | $1,682 | $2,962-43.2% | $4,426-62.0% | $4,027-58.2% |
| Admin fee / account holder | $4,773 | $3,041+57.0% | $5,425-12.0% | $5,403-11.7% |