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 4-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 | $39,426 | $150,187-73.7% | $120,354-67.2% | $145,922-73.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.18% | 154.07%-153.9pp | 107.15%-107.0pp | 561.29%-561.1pp |
| Employer contribution / active EE | $11,268 | $4,348+159.2% | $3,463+225.4% | $4,660+141.8% |
| Participant deferral / active EE | $30,500 | $6,173+394.1% | $4,991+511.1% | $6,688+356.1% |
| Admin fee / account holder | $6,173 | $12,207-49.4% | $9,423-34.5% | $13,397-53.9% |