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 | $58,872 | $60,124-2.1% | $90,404-34.9% | $79,858-26.3% |
| Participation rate | 81.6% | 65.0%+16.7pp | 72.7%+8.9pp | 69.6%+12.0pp |
| Annual return | 2.62% | 71.94%-69.3pp | 1293.02%-1290.4pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,200 | $2,068+6.4% | $3,262-32.6% | $2,471-11.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,318 | $3,976+134.3% | $5,611+66.1% | $5,306+75.6% |