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 | $6,310 | $27,915-77.4% | $58,482-89.2% | $75,163-91.6% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.51% | 44.20%-30.7pp | 4239.32%-4225.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,341 | $669+250.0% | $1,053+122.3% | $2,670-12.3% |
| Participant deferral / active EE | $1,353 | $1,201+12.7% | $1,924-29.6% | $4,125-67.2% |
| Admin fee / account holder | $3,045 | $1,726+76.4% | $2,516+21.0% | $5,651-46.1% |