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 | $30,313 | $106,890-71.6% | $84,015-63.9% | $152,861-80.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.07% | 104.99%-104.9pp | 71.31%-71.2pp | 345.32%-345.2pp |
| Employer contribution / active EE | $1,441 | $2,734-47.3% | $1,983-27.4% | $4,762-69.7% |
| Participant deferral / active EE | $2,751 | $4,011-31.4% | $3,239-15.1% | $5,850-53.0% |
| Admin fee / account holder | $505 | $8,285-93.9% | $6,101-91.7% | $11,596-95.6% |