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 | $44,162 | $99,020-55.4% | $86,590-49.0% | $147,584-70.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -0.17% | 1312.34%-1312.5pp | 964.84%-965.0pp | 578.55%-578.7pp |
| Employer contribution / active EE | $35,105 | $3,132+1020.9% | $2,839+1136.4% | $4,876+619.9% |
| Participant deferral / active EE | $9,250 | $3,972+132.9% | $3,609+156.3% | $5,439+70.1% |
| Admin fee / account holder | $413 | $5,710-92.8% | $4,906-91.6% | $10,885-96.2% |