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 | $85,321 | $118,849-28.2% | $96,562-11.6% | $167,490-49.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.75% | 50.49%-49.7pp | 37.78%-37.0pp | 478.56%-477.8pp |
| Employer contribution / active EE | $4,447 | $3,120+42.5% | $2,356+88.7% | $4,837-8.1% |
| Participant deferral / active EE | $2,545 | $4,616-44.9% | $3,849-33.9% | $6,341-59.9% |
| Admin fee / account holder | $133,358 | $8,065+1553.5% | $6,181+2057.6% | $12,309+983.4% |