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 | $76,279 | $209,832-63.6% | $189,513-59.8% | $167,490-54.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.19% | 748.27%-748.1pp | 555.15%-555.0pp | 478.56%-478.4pp |
| Employer contribution / active EE | $28,577 | $6,914+313.3% | $6,162+363.8% | $4,837+490.7% |
| Participant deferral / active EE | $7,675 | $8,935-14.1% | $8,221-6.6% | $6,341+21.0% |
| Admin fee / account holder | $6,036 | $14,293-57.8% | $12,045-49.9% | $12,309-51.0% |