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 | $3,398 | $30,400-88.8% | $53,898-93.7% | $84,808-96.0% |
| Participation rate | 89.2% | 46.4%+42.7pp | 55.0%+34.2pp | 68.3%+20.9pp |
| Annual return | 3.49% | 500.19%-496.7pp | 528.60%-525.1pp | 40.90%-37.4pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,130 | $1,199-5.8% | $1,826-38.2% | $4,212-73.2% |
| Admin fee / account holder | $1,799 | $1,993-9.8% | $2,491-27.8% | $7,344-75.5% |