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 | $3,078 | $74,888-95.9% | $71,209-95.7% | $142,382-97.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 11.68% | 345.14%-333.5pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $477 | $2,854-83.3% | $2,721-82.5% | $4,299-88.9% |
| Participant deferral / active EE | $940 | $4,454-78.9% | $4,175-77.5% | $6,507-85.5% |
| Admin fee / account holder | $2,009 | $5,568-63.9% | $5,349-62.4% | $12,624-84.1% |