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 4-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 | $6,433 | $67,823-90.5% | $52,425-87.7% | $137,256-95.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -10.54% | 219.11%-229.7pp | 302.12%-312.7pp | 220.34%-230.9pp |
| Employer contribution / active EE | $846 | $1,163-27.3% | $914-7.5% | $4,156-79.6% |
| Participant deferral / active EE | $1,692 | $2,288-26.0% | $1,790-5.5% | $6,407-73.6% |
| Admin fee / account holder | $1,731 | $2,844-39.1% | $2,495-30.6% | $12,270-85.9% |