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 | $6,296 | $70,756-91.1% | $65,493-90.4% | $142,382-95.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.31% | 1754.89%-1748.6pp | 982.45%-976.1pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,936 | $2,881+1.9% | $2,574+14.1% | $4,299-31.7% |
| Participant deferral / active EE | $3,254 | $4,637-29.8% | $3,961-17.9% | $6,507-50.0% |
| Admin fee / account holder | $7,230 | $6,559+10.2% | $5,028+43.8% | $12,624-42.7% |