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 | $38,949 | $102,966-62.2% | $90,281-56.9% | $152,861-74.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.71% | 95.16%-92.5pp | 78.10%-75.4pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,526 | $3,139-51.4% | $2,854-46.5% | $4,762-68.0% |
| Participant deferral / active EE | $1,555 | $4,281-63.7% | $3,885-60.0% | $5,850-73.4% |
| Admin fee / account holder | $48,360 | $6,171+683.7% | $5,351+803.7% | $11,596+317.0% |