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 6-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 | $6,535 | $84,402-92.3% | $61,373-89.4% | $134,475-95.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.10% | 584.55%-608.6pp | 338.61%-362.7pp | 417.96%-442.1pp |
| Employer contribution / active EE | $679 | $1,544-56.1% | $1,159-41.5% | $4,740-85.7% |
| Participant deferral / active EE | $3,976 | $2,819+41.0% | $2,125+87.1% | $6,400-37.9% |
| Admin fee / account holder | $490 | $2,585-81.1% | $2,130-77.0% | $11,426-95.7% |