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 | $12,016 | $136,179-91.2% | $98,755-87.8% | $167,490-92.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | -1.50% | 67.53%-69.0pp | 49.91%-51.4pp | 478.56%-480.1pp |
| Employer contribution / active EE | $1,127 | $2,631-57.2% | $2,067-45.5% | $4,837-76.7% |
| Participant deferral / active EE | $2,865 | $3,716-22.9% | $3,035-5.6% | $6,341-54.8% |
| Admin fee / account holder | $1,364 | $5,031-72.9% | $4,076-66.5% | $12,309-88.9% |