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 | $40,760 | $102,966-60.4% | $90,281-54.9% | $152,861-73.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -1.17% | 95.16%-96.3pp | 78.10%-79.3pp | 345.32%-346.5pp |
| Employer contribution / active EE | $3,325 | $3,139+5.9% | $2,854+16.5% | $4,762-30.2% |
| Participant deferral / active EE | $3,811 | $4,281-11.0% | $3,885-1.9% | $5,850-34.9% |
| Admin fee / account holder | $21,273 | $6,171+244.7% | $5,351+297.5% | $11,596+83.4% |