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 | $1,752 | $76,738-97.7% | $56,411-96.9% | $145,922-98.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 3.39% | 2994.23%-2990.8pp | 1701.33%-1697.9pp | 561.29%-557.9pp |
| Employer contribution / active EE | $196 | $1,380-85.8% | $1,039-81.1% | $4,660-95.8% |
| Participant deferral / active EE | $245 | $2,623-90.6% | $1,952-87.4% | $6,688-96.3% |
| Admin fee / account holder | $1,140 | $3,334-65.8% | $2,829-59.7% | $13,397-91.5% |