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 | $81,653 | $124,185-34.2% | $108,410-24.7% | $167,490-51.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.19% | 1379.64%-1375.5pp | 905.27%-901.1pp | 478.56%-474.4pp |
| Employer contribution / active EE | $4,662 | $4,187+11.4% | $3,558+31.0% | $4,837-3.6% |
| Participant deferral / active EE | $13,652 | $6,908+97.6% | $6,563+108.0% | $6,341+115.3% |
| Admin fee / account holder | $733 | $9,455-92.2% | $7,295-89.9% | $12,309-94.0% |