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 | $84,088 | $100,852-16.6% | $90,404-7.0% | $158,922-47.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.54% | 1724.20%-1722.7pp | 1293.02%-1291.5pp | 302.83%-301.3pp |
| Employer contribution / active EE | $9,692 | $3,689+162.8% | $3,262+197.1% | $4,761+103.6% |
| Participant deferral / active EE | $2,688 | $4,348-38.2% | $3,963-32.2% | $5,982-55.1% |
| Admin fee / account holder | $316 | $6,501-95.1% | $5,611-94.4% | $11,246-97.2% |