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 | $42,267 | $99,079-57.3% | $77,999-45.8% | $273,961-84.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.24% | 217.93%-218.2pp | 425.96%-426.2pp | 41.45%-41.7pp |
| Employer contribution / active EE | $2,183 | $3,308-34.0% | $2,470-11.6% | $4,869-55.2% |
| Participant deferral / active EE | $1,668 | $4,306-61.3% | $3,497-52.3% | $5,287-68.5% |
| Admin fee / account holder | $7,019 | $8,954-21.6% | $5,480+28.1% | $10,132-30.7% |