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 9-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 | $9,595 | $29,660-67.6% | $56,411-83.0% | $80,856-88.1% |
| Participation rate | 91.1% | 41.6%+49.4pp | 52.5%+38.6pp | 67.6%+23.4pp |
| Annual return | 7.47% | 35.23%-27.8pp | 1701.33%-1693.9pp | 35.59%-28.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $289 | $1,226-76.5% | $1,952-85.2% | $4,296-93.3% |
| Admin fee / account holder | $781 | $2,428-67.8% | $2,829-72.4% | $6,918-88.7% |