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 | $34,134 | $96,635-64.7% | $86,612-60.6% | $139,434-75.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.60% | 106.41%-99.8pp | 591.07%-584.5pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,639 | $3,263-19.1% | $3,022-12.7% | $4,751-44.5% |
| Participant deferral / active EE | $3,128 | $4,836-35.3% | $4,438-29.5% | $6,710-53.4% |
| Admin fee / account holder | $64,564 | $6,408+907.6% | $5,614+1050.0% | $11,403+466.2% |