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 | $39,384 | $232,540-83.1% | $185,117-78.7% | $147,584-73.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.05% | 43.03%-43.0pp | 40.50%-40.4pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,673 | $5,195-67.8% | $4,182-60.0% | $4,876-65.7% |
| Participant deferral / active EE | $10,210 | $5,834+75.0% | $5,045+102.4% | $5,439+87.7% |
| Admin fee / account holder | $27,513 | $10,275+167.8% | $8,159+237.2% | $10,885+152.7% |