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 5-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 | $8,741 | $70,756-87.6% | $65,493-86.7% | $142,382-93.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | -2.71% | 1754.89%-1757.6pp | 982.45%-985.2pp | 217.08%-219.8pp |
| Employer contribution / active EE | $1,155 | $2,881-59.9% | $2,574-55.1% | $4,299-73.1% |
| Participant deferral / active EE | $2,326 | $4,637-49.8% | $3,961-41.3% | $6,507-64.3% |
| Admin fee / account holder | $2,128 | $6,559-67.6% | $5,028-57.7% | $12,624-83.1% |