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 | $103,707 | $150,440-31.1% | $136,294-23.9% | $147,584-29.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -5.75% | 1049.08%-1054.8pp | 5155.94%-5161.7pp | 578.55%-584.3pp |
| Employer contribution / active EE | $20,178 | $5,256+283.9% | $4,695+329.7% | $4,876+313.8% |
| Participant deferral / active EE | $12,775 | $6,630+92.7% | $6,247+104.5% | $5,439+134.9% |
| Admin fee / account holder | $85,752 | $10,905+686.3% | $9,243+827.7% | $10,885+687.8% |