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 | $13,157 | $81,625-83.9% | $58,482-77.5% | $139,434-90.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 1.66% | 7404.20%-7402.5pp | 4239.32%-4237.7pp | 372.94%-371.3pp |
| Employer contribution / active EE | $354 | $1,398-74.7% | $1,053-66.4% | $4,751-92.6% |
| Participant deferral / active EE | $2,019 | $2,557-21.0% | $1,924+5.0% | $6,710-69.9% |
| Admin fee / account holder | $25,000 | $3,265+665.6% | $2,516+893.7% | $11,403+119.3% |