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 | $2,634 | $30,400-91.3% | $53,898-95.1% | $84,808-96.9% |
| Participation rate | 72.7% | 46.4%+26.3pp | 55.0%+17.8pp | 68.3%+4.4pp |
| Annual return | 9.70% | 500.19%-490.5pp | 528.60%-518.9pp | 40.90%-31.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,249 | $1,199+4.2% | $1,826-31.6% | $4,212-70.4% |
| Admin fee / account holder | $1,528 | $1,993-23.4% | $2,491-38.7% | $7,344-79.2% |