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 | $40,788 | $99,079-58.8% | $77,999-47.7% | $273,961-85.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -2.63% | 217.93%-220.6pp | 425.96%-428.6pp | 41.45%-44.1pp |
| Employer contribution / active EE | $1,508 | $3,308-54.4% | $2,470-38.9% | $4,869-69.0% |
| Participant deferral / active EE | $1,687 | $4,306-60.8% | $3,497-51.8% | $5,287-68.1% |
| Admin fee / account holder | $1,523 | $8,954-83.0% | $5,480-72.2% | $10,132-85.0% |