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 | $21,934 | $104,664-79.0% | $85,682-74.4% | $167,490-86.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.64% | 21.45%-20.8pp | 21.49%-20.8pp | 478.56%-477.9pp |
| Employer contribution / active EE | $4,007 | $3,337+20.1% | $2,618+53.0% | $4,837-17.2% |
| Participant deferral / active EE | $6,098 | $4,824+26.4% | $3,923+55.5% | $6,341-3.8% |
| Admin fee / account holder | $120,464 | $10,032+1100.8% | $6,873+1652.7% | $12,309+878.7% |