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 | $1,579 | $30,400-94.8% | $53,898-97.1% | $84,808-98.1% |
| Participation rate | 85.3% | 46.4%+38.8pp | 55.0%+30.3pp | 68.3%+17.0pp |
| Annual return | 13.93% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $344 | $1,199-71.3% | $1,826-81.2% | $4,212-91.8% |
| Admin fee / account holder | $629 | $1,993-68.5% | $2,491-74.8% | $7,344-91.4% |