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 | $26,246 | $29,660-11.5% | $56,411-53.5% | $80,856-67.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 9.14% | 35.23%-26.1pp | 1701.33%-1692.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,076 | $669+60.7% | $1,039+3.6% | $2,755-61.0% |
| Participant deferral / active EE | $2,513 | $1,226+105.0% | $1,952+28.7% | $4,296-41.5% |
| Admin fee / account holder | $4,319 | $2,428+77.9% | $2,829+52.7% | $6,918-37.6% |