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 3-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 | $1,155 | $67,823-98.3% | $52,425-97.8% | $137,256-99.2% |
| Participation rate | 84.2% | 63.9%+20.3pp | 55.6%+28.6pp | 80.0%+4.3pp |
| Annual return | 2.06% | 219.11%-217.1pp | 302.12%-300.1pp | 220.34%-218.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $524 | $2,288-77.1% | $1,790-70.8% | $6,407-91.8% |
| Admin fee / account holder | $432 | $2,844-84.8% | $2,495-82.7% | $12,270-96.5% |