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 9-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 | $24,862 | $59,805-58.4% | $79,550-68.7% | $68,494-63.7% |
| Participation rate | 87.3% | 61.1%+26.2pp | 69.5%+17.8pp | 67.9%+19.4pp |
| Annual return | -20.12% | -12.30%-7.8pp | 0.16%-20.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $979 | $1,505-35.0% | $2,413-59.4% | $2,596-62.3% |
| Participant deferral / active EE | $5,362 | $3,024+77.3% | $3,985+34.5% | $4,027+33.1% |
| Admin fee / account holder | $1,074 | $4,835-77.8% | $6,832-84.3% | $5,403-80.1% |