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 | $85,096 | $159,934-46.8% | $147,005-42.1% | $145,959-41.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.20% | 98.24%-98.0pp | 418.76%-418.6pp | 561.95%-561.8pp |
| Employer contribution / active EE | $18,591 | $5,287+251.6% | $4,934+276.8% | $4,661+298.9% |
| Participant deferral / active EE | $37,720 | $8,427+347.6% | $8,070+367.4% | $6,689+464.0% |
| Admin fee / account holder | $462,464 | $15,053+2972.2% | $13,006+3455.7% | $13,398+3351.8% |