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 7-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 | $66,421 | $209,411-68.3% | $178,490-62.8% | $158,922-58.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.45% | 188.75%-188.3pp | 151.07%-150.6pp | 302.83%-302.4pp |
| Employer contribution / active EE | $17,418 | $5,706+205.2% | $5,011+247.6% | $4,761+265.8% |
| Participant deferral / active EE | $2,883 | $5,954-51.6% | $5,202-44.6% | $5,982-51.8% |
| Admin fee / account holder | $40,064 | $17,074+134.6% | $13,984+186.5% | $11,246+256.3% |