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 10-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 | $6,973 | $76,738-90.9% | $56,411-87.6% | $145,922-95.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.56% | 2994.23%-2991.7pp | 1701.33%-1698.8pp | 561.29%-558.7pp |
| Employer contribution / active EE | $391 | $1,380-71.6% | $1,039-62.3% | $4,660-91.6% |
| Participant deferral / active EE | $810 | $2,623-69.1% | $1,952-58.5% | $6,688-87.9% |
| Admin fee / account holder | $977 | $3,334-70.7% | $2,829-65.5% | $13,397-92.7% |