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 | $63,496 | $117,381-45.9% | $99,443-36.1% | $152,861-58.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.95% | 31.87%-30.9pp | 30.72%-29.8pp | 345.32%-344.4pp |
| Employer contribution / active EE | $1,153 | $3,013-61.7% | $2,540-54.6% | $4,762-75.8% |
| Participant deferral / active EE | $3,350 | $4,086-18.0% | $3,619-7.4% | $5,850-42.7% |
| Admin fee / account holder | $19,621 | $7,631+157.1% | $6,250+213.9% | $11,596+69.2% |