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 5-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 | $25,442 | $156,846-83.8% | $121,098-79.0% | $139,434-81.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.24% | 1474.56%-1467.3pp | 985.75%-978.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $1,702 | $5,536-69.2% | $4,164-59.1% | $4,751-64.2% |
| Participant deferral / active EE | $637 | $4,844-86.9% | $4,080-84.4% | $6,710-90.5% |
| Admin fee / account holder | $78,428 | $6,946+1029.2% | $5,644+1289.5% | $11,403+587.8% |