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 | $83,242 | $105,181-20.9% | $159,436-47.8% | $85,850-3.0% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 0.33% | 45.07%-44.7pp | 263.57%-263.2pp | 318.53%-318.2pp |
| Employer contribution / active EE | $17,182 | $3,318+417.8% | $4,829+255.8% | $2,565+569.8% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,656 | $6,933+53.7% | $10,799-1.3% | $6,260+70.2% |