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 | $3,882 | $76,738-94.9% | $56,411-93.1% | $145,922-97.3% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | -12.21% | 2994.23%-3006.4pp | 1701.33%-1713.5pp | 561.29%-573.5pp |
| Employer contribution / active EE | $378 | $1,380-72.6% | $1,039-63.6% | $4,660-91.9% |
| Participant deferral / active EE | $1,968 | $2,623-25.0% | $1,952+0.8% | $6,688-70.6% |
| Admin fee / account holder | $1,617 | $3,334-51.5% | $2,829-42.9% | $13,397-87.9% |