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 | $4,395 | $70,606-93.8% | $53,898-91.8% | $142,382-96.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 3.75% | 619.81%-616.1pp | 528.60%-524.9pp | 217.08%-213.3pp |
| Employer contribution / active EE | $2,085 | $1,202+73.4% | $932+123.7% | $4,299-51.5% |
| Participant deferral / active EE | $2,230 | $2,364-5.7% | $1,826+22.1% | $6,507-65.7% |
| Admin fee / account holder | $4,246 | $2,852+48.9% | $2,491+70.5% | $12,624-66.4% |