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 | $33,445 | $99,020-66.2% | $86,590-61.4% | $147,584-77.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.55% | 1312.34%-1311.8pp | 964.84%-964.3pp | 578.55%-578.0pp |
| Employer contribution / active EE | $2,544 | $3,132-18.8% | $2,839-10.4% | $4,876-47.8% |
| Participant deferral / active EE | $2,544 | $3,972-35.9% | $3,609-29.5% | $5,439-53.2% |
| Admin fee / account holder | $672 | $5,710-88.2% | $4,906-86.3% | $10,885-93.8% |