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 | $56,874 | $121,625-53.2% | $104,607-45.6% | $158,922-64.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.16% | 465.26%-465.1pp | 340.46%-340.3pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,227 | $3,163-61.2% | $2,681-54.2% | $4,761-74.2% |
| Participant deferral / active EE | $3,528 | $4,177-15.6% | $3,740-5.7% | $5,982-41.0% |
| Admin fee / account holder | $17,193 | $7,787+120.8% | $6,473+165.6% | $11,246+52.9% |