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 | $2,213 | $24,730-91.1% | $66,042-96.6% | $84,808-97.4% |
| Participation rate | 72.2% | 68.1%+4.1pp | 67.5%+4.6pp | 68.3%+3.8pp |
| Annual return | 10.14% | 79.55%-69.4pp | 52.11%-42.0pp | 40.90%-30.8pp |
| Employer contribution / active EE | $220 | $857-74.3% | $1,579-86.1% | $2,631-91.6% |
| Participant deferral / active EE | $913 | $1,737-47.4% | $2,835-67.8% | $4,212-78.3% |
| Admin fee / account holder | $835 | $3,014-72.3% | $5,747-85.5% | $7,344-88.6% |