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 9-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 | $5,318 | $27,915-80.9% | $58,482-90.9% | $75,163-92.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 3.00% | 44.20%-41.2pp | 4239.32%-4236.3pp | 160.62%-157.6pp |
| Employer contribution / active EE | $1,740 | $669+160.1% | $1,053+65.2% | $2,670-34.8% |
| Participant deferral / active EE | $840 | $1,201-30.1% | $1,924-56.3% | $4,125-79.6% |
| Admin fee / account holder | $1,053 | $1,726-39.0% | $2,516-58.1% | $5,651-81.4% |