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 | $37,562 | $109,817-65.8% | $98,442-61.8% | $167,490-77.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.01% | 1956.69%-1952.7pp | 1492.73%-1488.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $2,927 | $3,224-9.2% | $2,960-1.1% | $4,837-39.5% |
| Participant deferral / active EE | $4,017 | $4,673-14.0% | $4,276-6.1% | $6,341-36.7% |
| Admin fee / account holder | $120,175 | $6,753+1679.7% | $5,949+1920.0% | $12,309+876.3% |