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 9-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 | $62,904 | $100,852-37.6% | $90,404-30.4% | $158,922-60.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.71% | 1724.20%-1722.5pp | 1293.02%-1291.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $4,292 | $3,689+16.4% | $3,262+31.6% | $4,761-9.8% |
| Participant deferral / active EE | $7,688 | $4,348+76.8% | $3,963+94.0% | $5,982+28.5% |
| Admin fee / account holder | $15,332 | $6,501+135.8% | $5,611+173.3% | $11,246+36.3% |