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 | $30,672 | $70,756-56.7% | $65,493-53.2% | $142,382-78.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.30% | 1754.89%-1746.6pp | 982.45%-974.1pp | 217.08%-208.8pp |
| Employer contribution / active EE | $4,922 | $2,881+70.9% | $2,574+91.2% | $4,299+14.5% |
| Participant deferral / active EE | $4,922 | $4,637+6.1% | $3,961+24.3% | $6,507-24.4% |
| Admin fee / account holder | $55,757 | $6,559+750.1% | $5,028+1008.9% | $12,624+341.7% |