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 | $34,718 | $90,503-61.6% | $78,689-55.9% | $273,961-87.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.19% | 75.60%-74.4pp | 62.18%-61.0pp | 41.45%-40.3pp |
| Employer contribution / active EE | $6,704 | $3,176+111.1% | $2,851+135.2% | $4,869+37.7% |
| Participant deferral / active EE | $5,551 | $3,901+42.3% | $3,517+57.8% | $5,287+5.0% |
| Admin fee / account holder | $78,214 | $5,263+1386.1% | $4,510+1634.1% | $10,132+672.0% |