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 | $46,794 | $209,411-77.7% | $178,490-73.8% | $158,922-70.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.12% | 188.75%-188.9pp | 151.07%-151.2pp | 302.83%-302.9pp |
| Employer contribution / active EE | $7,306 | $5,706+28.0% | $5,011+45.8% | $4,761+53.5% |
| Participant deferral / active EE | $8,605 | $5,954+44.5% | $5,202+65.4% | $5,982+43.9% |
| Admin fee / account holder | $814 | $17,074-95.2% | $13,984-94.2% | $11,246-92.8% |