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 | $2,958 | $25,014-88.2% | $69,647-95.8% | $80,856-96.3% |
| Participation rate | 80.0% | 64.2%+15.8pp | 66.5%+13.5pp | 67.6%+12.4pp |
| Annual return | 8.63% | 19.07%-10.4pp | 100.48%-91.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $434 | $993-56.3% | $1,712-74.7% | $2,755-84.3% |
| Participant deferral / active EE | $1,641 | $1,839-10.8% | $2,886-43.2% | $4,296-61.8% |
| Admin fee / account holder | $2,254 | $2,488-9.4% | $4,713-52.2% | $6,918-67.4% |