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 | $22,349 | $105,998-78.9% | $92,233-75.8% | $147,584-84.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 0.22% | 50.05%-49.8pp | 176.28%-176.1pp | 578.55%-578.3pp |
| Employer contribution / active EE | $2,236 | $4,333-48.4% | $3,679-39.2% | $4,876-54.1% |
| Participant deferral / active EE | $2,823 | $4,478-37.0% | $3,897-27.6% | $5,439-48.1% |
| Admin fee / account holder | $10,666 | $6,332+68.4% | $5,194+105.4% | $10,885-2.0% |