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 | $153,725 | $165,335-7.0% | $149,696+2.7% | $158,922-3.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -19.36% | 348.15%-367.5pp | 276.60%-296.0pp | 302.83%-322.2pp |
| Employer contribution / active EE | $33,433 | $5,103+555.2% | $4,644+619.9% | $4,761+602.2% |
| Participant deferral / active EE | $4,833 | $7,181-32.7% | $6,842-29.4% | $5,982-19.2% |
| Admin fee / account holder | $3,641 | $10,807-66.3% | $9,309-60.9% | $11,246-67.6% |