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 | $53,096 | $96,635-45.1% | $86,612-38.7% | $139,434-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.27% | 106.41%-106.1pp | 591.07%-590.8pp | 372.94%-372.7pp |
| Employer contribution / active EE | $3,852 | $3,263+18.0% | $3,022+27.4% | $4,751-18.9% |
| Participant deferral / active EE | $6,038 | $4,836+24.8% | $4,438+36.1% | $6,710-10.0% |
| Admin fee / account holder | $3,789 | $6,408-40.9% | $5,614-32.5% | $11,403-66.8% |