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 | $45,642 | $104,486-56.3% | $76,817-40.6% | $152,861-70.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 5.18% | 1013.37%-1008.2pp | 1166.11%-1160.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,420 | $3,116-54.4% | $2,302-38.3% | $4,762-70.2% |
| Participant deferral / active EE | $1,185 | $4,236-72.0% | $3,336-64.5% | $5,850-79.7% |
| Admin fee / account holder | $920 | $12,275-92.5% | $6,420-85.7% | $11,596-92.1% |