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 | $33,913 | $110,809-69.4% | $86,874-61.0% | $167,490-79.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | -0.31% | 116.98%-117.3pp | 63.52%-63.8pp | 478.56%-478.9pp |
| Employer contribution / active EE | $3,124 | $3,244-3.7% | $2,495+25.2% | $4,837-35.4% |
| Participant deferral / active EE | $4,333 | $4,546-4.7% | $3,699+17.1% | $6,341-31.7% |
| Admin fee / account holder | $1,021 | $8,415-87.9% | $5,828-82.5% | $12,309-91.7% |