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 | $48,999 | $109,327-55.2% | $89,391-45.2% | $158,922-69.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -2.56% | 345.68%-348.2pp | 245.62%-248.2pp | 302.83%-305.4pp |
| Employer contribution / active EE | $2,404 | $3,170-24.2% | $2,586-7.0% | $4,761-49.5% |
| Participant deferral / active EE | $4,025 | $4,598-12.5% | $3,890+3.5% | $5,982-32.7% |
| Admin fee / account holder | $279,997 | $6,153+4450.6% | $4,881+5636.0% | $11,246+2389.8% |