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 | $72,239 | $210,698-65.7% | $178,014-59.4% | $145,959-50.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -1.47% | 386.27%-387.7pp | 294.80%-296.3pp | 561.95%-563.4pp |
| Employer contribution / active EE | $14,076 | $4,567+208.2% | $3,950+256.3% | $4,661+202.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,588 | $12,016-28.5% | $10,362-17.1% | $13,398-35.9% |