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 6-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 | $2,238 | $29,660-92.5% | $56,411-96.0% | $80,856-97.2% |
| Participation rate | 89.7% | 41.6%+48.1pp | 52.5%+37.3pp | 67.6%+22.1pp |
| Annual return | -7.82% | 35.23%-43.0pp | 1701.33%-1709.2pp | 35.59%-43.4pp |
| Employer contribution / active EE | $308 | $669-53.9% | $1,039-70.3% | $2,755-88.8% |
| Participant deferral / active EE | $702 | $1,226-42.8% | $1,952-64.0% | $4,296-83.7% |
| Admin fee / account holder | $4,069 | $2,428+67.6% | $2,829+43.8% | $6,918-41.2% |