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 | $80,824 | $88,751-8.9% | $81,812-1.2% | $145,922-44.6% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | -4.45% | 1025.40%-1029.9pp | 773.79%-778.2pp | 561.29%-565.7pp |
| Employer contribution / active EE | $3,059 | $3,083-0.8% | $2,912+5.0% | $4,660-34.3% |
| Participant deferral / active EE | $5,777 | $4,643+24.4% | $4,319+33.8% | $6,688-13.6% |
| Admin fee / account holder | $12,313 | $8,415+46.3% | $7,386+66.7% | $13,397-8.1% |