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 | $38,229 | $209,411-81.7% | $178,490-78.6% | $158,922-75.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.87% | 188.75%-189.6pp | 151.07%-151.9pp | 302.83%-303.7pp |
| Employer contribution / active EE | $2,036 | $5,706-64.3% | $5,011-59.4% | $4,761-57.2% |
| Participant deferral / active EE | $7,860 | $5,954+32.0% | $5,202+51.1% | $5,982+31.4% |
| Admin fee / account holder | $122,607 | $17,074+618.1% | $13,984+776.8% | $11,246+990.3% |