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 | $37,659 | $90,503-58.4% | $78,689-52.1% | $273,961-86.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.08% | 75.60%-75.7pp | 62.18%-62.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $9,795 | $3,176+208.4% | $2,851+243.6% | $4,869+101.2% |
| Participant deferral / active EE | $750 | $3,901-80.8% | $3,517-78.7% | $5,287-85.8% |
| Admin fee / account holder | $6,857 | $5,263+30.3% | $4,510+52.0% | $10,132-32.3% |