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 8-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 | $6,783 | $70,606-90.4% | $53,898-87.4% | $142,382-95.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 5.20% | 619.81%-614.6pp | 528.60%-523.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $502 | $1,202-58.3% | $932-46.2% | $4,299-88.3% |
| Participant deferral / active EE | $1,406 | $2,364-40.5% | $1,826-23.0% | $6,507-78.4% |
| Admin fee / account holder | $8,667 | $2,852+203.9% | $2,491+248.0% | $12,624-31.3% |