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 10-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 | $82,181 | $159,901-48.6% | $146,958-44.1% | $145,922-43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.68% | 98.13%-97.5pp | 418.34%-417.7pp | 561.29%-560.6pp |
| Employer contribution / active EE | $25,809 | $5,286+388.2% | $4,933+423.2% | $4,660+453.9% |
| Participant deferral / active EE | $13,061 | $8,428+55.0% | $8,070+61.8% | $6,688+95.3% |
| Admin fee / account holder | $113,165 | $15,044+652.2% | $12,998+770.6% | $13,397+744.7% |