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 | $36,226 | $107,334-66.2% | $92,893-61.0% | $152,861-76.3% |
| Participation rate | 95.7% | 79.8%+15.9pp | 76.0%+19.6pp | 82.4%+13.2pp |
| Annual return | -0.11% | 145.58%-145.7pp | 109.41%-109.5pp | 345.32%-345.4pp |
| Employer contribution / active EE | $3,506 | $4,221-16.9% | $3,653-4.0% | $4,762-26.4% |
| Participant deferral / active EE | $2,717 | $4,845-43.9% | $4,236-35.9% | $5,850-53.6% |
| Admin fee / account holder | $3,162 | $7,079-55.3% | $5,794-45.4% | $11,596-72.7% |