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 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 2.06% | 619.81%-617.8pp | 528.60%-526.5pp | 217.08%-215.0pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $524 | $2,364-77.8% | $1,826-71.3% | $6,507-92.0% |
| Admin fee / account holder | $432 | $2,852-84.8% | $2,491-82.6% | $12,624-96.6% |