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 | $54,952 | $202,318-72.8% | $172,739-68.2% | $152,861-64.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.46% | 1029.65%-1031.1pp | 802.84%-804.3pp | 345.32%-346.8pp |
| Employer contribution / active EE | $1,550 | $5,856-73.5% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $8,832 | $5,948+48.5% | $5,198+69.9% | $5,850+51.0% |
| Admin fee / account holder | $1,281 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |