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 | $2,327 | $67,823-96.6% | $52,425-95.6% | $137,256-98.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 6.27% | 219.11%-212.8pp | 302.12%-295.9pp | 220.34%-214.1pp |
| Employer contribution / active EE | $761 | $1,163-34.5% | $914-16.7% | $4,156-81.7% |
| Participant deferral / active EE | $847 | $2,288-63.0% | $1,790-52.7% | $6,407-86.8% |
| Admin fee / account holder | $828 | $2,844-70.9% | $2,495-66.8% | $12,270-93.3% |