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 | $100,970-58.0% | $96,576-56.1% | $137,256-69.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -1.74% | 38.16%-39.9pp | 38.47%-40.2pp | 220.34%-222.1pp |
| Employer contribution / active EE | $2,917 | $3,809-23.4% | $3,553-17.9% | $4,156-29.8% |
| Participant deferral / active EE | $5,000 | $8,286-39.7% | $7,956-37.2% | $6,407-22.0% |
| Admin fee / account holder | $369,007 | $11,312+3162.1% | $11,381+3142.3% | $12,270+2907.4% |