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 | $46,069 | $85,766-46.3% | $136,294-66.2% | $70,131-34.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -0.97% | 31.45%-32.4pp | 5155.94%-5156.9pp | 73.14%-74.1pp |
| Employer contribution / active EE | $28,812 | $2,966+871.4% | $4,695+513.6% | $2,342+1130.0% |
| Participant deferral / active EE | $18,140 | $5,051+259.1% | $6,247+190.4% | $3,332+444.5% |
| Admin fee / account holder | $18,976 | $5,420+250.1% | $9,243+105.3% | $4,645+308.5% |