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 4-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 | $97,962 | $108,919-10.1% | $100,391-2.4% | $145,922-32.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.69% | 57.88%-57.2pp | 49.20%-48.5pp | 561.29%-560.6pp |
| Employer contribution / active EE | $5,200 | $4,419+17.7% | $3,942+31.9% | $4,660+11.6% |
| Participant deferral / active EE | $11,583 | $8,445+37.2% | $8,082+43.3% | $6,688+73.2% |
| Admin fee / account holder | $935 | $9,689-90.3% | $7,899-88.2% | $13,397-93.0% |