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 6-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 | $63,813 | $180,749-64.7% | $160,784-60.3% | $137,256-53.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | -3.26% | 2234.46%-2237.7pp | 1803.92%-1807.2pp | 220.34%-223.6pp |
| Employer contribution / active EE | $7,324 | $4,155+76.3% | $3,733+96.2% | $4,156+76.2% |
| Participant deferral / active EE | $10,730 | $6,844+56.8% | $6,293+70.5% | $6,407+67.5% |
| Admin fee / account holder | $539 | $10,397-94.8% | $9,717-94.5% | $12,270-95.6% |