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 | $4,626 | $88,751-94.8% | $81,812-94.3% | $145,922-96.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 9.44% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,029 | $3,083-66.6% | $2,912-64.7% | $4,660-77.9% |
| Participant deferral / active EE | $1,295 | $4,643-72.1% | $4,319-70.0% | $6,688-80.6% |
| Admin fee / account holder | $3,312 | $8,415-60.6% | $7,386-55.2% | $13,397-75.3% |