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 10-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 | $26,014 | $81,625-68.1% | $58,482-55.5% | $139,434-81.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 3.99% | 7404.20%-7400.2pp | 4239.32%-4235.3pp | 372.94%-369.0pp |
| Employer contribution / active EE | $989 | $1,398-29.2% | $1,053-6.1% | $4,751-79.2% |
| Participant deferral / active EE | $9,289 | $2,557+263.3% | $1,924+382.8% | $6,710+38.4% |
| Admin fee / account holder | $46,051 | $3,265+1310.3% | $2,516+1730.3% | $11,403+303.9% |