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 | $42,395 | $106,584-60.2% | $101,326-58.2% | $142,382-70.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | -1.74% | 36.93%-38.7pp | 36.82%-38.6pp | 217.08%-218.8pp |
| Employer contribution / active EE | $2,917 | $3,956-26.3% | $3,665-20.4% | $4,299-32.1% |
| Participant deferral / active EE | $5,000 | $8,297-39.7% | $7,994-37.5% | $6,507-23.2% |
| Admin fee / account holder | $369,007 | $11,446+3123.9% | $11,185+3199.1% | $12,624+2823.1% |