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 3-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 | $2,345 | $70,606-96.7% | $53,898-95.7% | $142,382-98.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -7.36% | 619.81%-627.2pp | 528.60%-536.0pp | 217.08%-224.4pp |
| Employer contribution / active EE | $262 | $1,202-78.2% | $932-71.9% | $4,299-93.9% |
| Participant deferral / active EE | $1,882 | $2,364-20.4% | $1,826+3.1% | $6,507-71.1% |
| Admin fee / account holder | $2,643 | $2,852-7.3% | $2,491+6.1% | $12,624-79.1% |