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 | $38,958 | $153,311-74.6% | $109,313-64.4% | $273,961-85.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.96% | 29.86%-30.8pp | 22.07%-23.0pp | 41.45%-42.4pp |
| Employer contribution / active EE | $2,067 | $5,619-63.2% | $3,892-46.9% | $4,869-57.6% |
| Participant deferral / active EE | $4,610 | $3,932+17.2% | $3,166+45.6% | $5,287-12.8% |
| Admin fee / account holder | $20,297 | $8,076+151.3% | $5,666+258.2% | $10,132+100.3% |