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 | $21,424 | $81,625-73.8% | $58,482-63.4% | $139,434-84.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 4.60% | 7404.20%-7399.6pp | 4239.32%-4234.7pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,323 | $1,398-5.4% | $1,053+25.6% | $4,751-72.2% |
| Participant deferral / active EE | $1,159 | $2,557-54.7% | $1,924-39.7% | $6,710-82.7% |
| Admin fee / account holder | $79,960 | $3,265+2348.8% | $2,516+3078.1% | $11,403+601.2% |