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 | $52,381 | $100,852-48.1% | $90,404-42.1% | $158,922-67.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.31% | 1724.20%-1724.5pp | 1293.02%-1293.3pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,751 | $3,689-52.5% | $3,262-46.3% | $4,761-63.2% |
| Participant deferral / active EE | $2,600 | $4,348-40.2% | $3,963-34.4% | $5,982-56.5% |
| Admin fee / account holder | $23,522 | $6,501+261.8% | $5,611+319.2% | $11,246+109.2% |