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 | $5,291 | $25,979-79.6% | $71,735-92.6% | $68,494-92.3% |
| Participation rate | 87.9% | 54.5%+33.4pp | 62.3%+25.6pp | 67.9%+20.0pp |
| Annual return | -19.72% | -15.10%-4.6pp | 9.14%-28.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $721 | $900-19.9% | $1,704-57.7% | $2,596-72.2% |
| Participant deferral / active EE | $2,088 | $1,522+37.2% | $2,658-21.4% | $4,027-48.2% |
| Admin fee / account holder | $363 | $2,022-82.1% | $3,974-90.9% | $5,403-93.3% |