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 | $89,118 | $138,065-35.5% | $123,544-27.9% | $135,375-34.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.62% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $5,199 | $5,151+0.9% | $4,628+12.3% | $4,779+8.8% |
| Participant deferral / active EE | $18,002 | $6,799+164.8% | $6,426+180.2% | $5,609+221.0% |
| Admin fee / account holder | $391 | $10,916-96.4% | $9,284-95.8% | $10,827-96.4% |