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 4-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 | $2,013 | $72,071-97.2% | $68,368-97.1% | $137,256-98.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.05% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $722 | $2,788-74.1% | $2,649-72.7% | $4,156-82.6% |
| Participant deferral / active EE | $1,804 | $4,410-59.1% | $4,123-56.2% | $6,407-71.8% |
| Admin fee / account holder | $2,279 | $5,336-57.3% | $5,150-55.7% | $12,270-81.4% |