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 | $4,383 | $74,888-94.1% | $71,209-93.8% | $142,382-96.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.23% | 345.14%-342.9pp | 282.51%-280.3pp | 217.08%-214.8pp |
| Employer contribution / active EE | $1,682 | $2,854-41.1% | $2,721-38.2% | $4,299-60.9% |
| Participant deferral / active EE | $3,135 | $4,454-29.6% | $4,175-24.9% | $6,507-51.8% |
| Admin fee / account holder | $13,330 | $5,568+139.4% | $5,349+149.2% | $12,624+5.6% |