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 | $11,799 | $30,400-61.2% | $53,898-78.1% | $84,808-86.1% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 4.12% | 500.19%-496.1pp | 528.60%-524.5pp | 40.90%-36.8pp |
| Employer contribution / active EE | $1,810 | $603+200.4% | $932+94.2% | $2,631-31.2% |
| Participant deferral / active EE | $651 | $1,199-45.7% | $1,826-64.3% | $4,212-84.5% |
| Admin fee / account holder | $1,341 | $1,993-32.7% | $2,491-46.2% | $7,344-81.7% |