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 | $81,625 | $94,625-13.7% | $116,228-29.8% | $84,808-3.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | -0.51% | 20.40%-20.9pp | 90.06%-90.6pp | 40.90%-41.4pp |
| Employer contribution / active EE | $2,105 | $2,347-10.3% | $2,994-29.7% | $2,631-20.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $946 | $10,091-90.6% | $11,989-92.1% | $7,344-87.1% |